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.
12 Estate and Retirement Planning Questions for Blended Families
By Emily HolbrookRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 05, 2022
Top 10 Destination States for Retirees on the MoveOlder people frequently move to warmer states, but weather isn't the only factor driving their decision.
September 27, 2022
The IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry RybkaThe Valmark CEO sees the private placement life fight turning into an investor control fight.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 08, 2022
Northwestern Mutual Launches 'The Great Realization' Marketing CampaignAn executive says the pandemic has moved people to "live right now."
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
August 17, 2022
Social Security Must Fix Long Lines: LawmakersSome people are fainting in the heat or sleeping overnight to get in-person service at SSA offices, Reps. Neal and Brady say.