Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Millennials Join Ranks of 'Sandwiched' Caregivers
By Michael S. FischerThe oldest millennials are caring for children and aging parents, and they're feeling the squeeze.
October 25, 2023
LexisNexis Risk Solutions Feeds Life Insurers' Hungry AIsPatrick Sugent, an analytics vice president, is charged with making billions of bytes of data more accessible.
October 16, 2023
Harry Dent: 'Crash of a Lifetime' Coming in 2024"Advisors aren't equipped to deal with a once-in-a-lifetime crash like this," Dent warns ThinkAdvisor.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 06, 2023
Here's Some Good News About RMDs in 2023: Christine BenzOne benefit of 2022's difficult markets is lower RMDs for many retirees, Morningstar's personal finance director says.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.