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.
To Hedge Against Estate Tax Exclusion Changes, Try Disclaimers
By Allison BellA sales coach has an idea for helping clients facing the Year 2026 problem.
June 23, 2023
Financial Planning Industry Headed in 'Right Direction,' Longtime Planner SaysPaula Hogan has been doing life-cycle planning for decades. Now, she says, the industry is catching up.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 01, 2023
What to Do When Social Security COLAs Can't Keep Up With RealityBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
12 Unhealthiest States for Seniors: 2023States in the southeast had the most room to improve when it came to older residents' health.
May 19, 2023
12 Healthiest States for Seniors: 2023Seniors in these states have better access to health care, lower rates of poverty and fewer early deaths.