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.
NAIC Panel Member Seeks to Clear Regulatory Pipes
By Allison BellBirny Birnbaum says a life illustrations working group project seems to be stuck.
October 25, 2021
Improving Your Brand Could Help in Washington: Finseca CEOOne possible beneficiary: Efforts to keep the federal government from taxing life insurance.
October 19, 2021
The Best Life Insurers for Customer Satisfaction — J.D. Power, 2021The ability to place assets in a tax-advantaged plan is drawing clients to life insurance and boosting satisfaction.
September 09, 2021
Maybe a Mutual Life Insurer Is Different: Idea FileNorthwestern Mutual CEO John Schlifske makes the case that policyholder ownership means an insurer puts the policyholders first.
August 30, 2021
New York Life to Promote App Aimed at Bereaved FamiliesThe insurer estimates typical families spend about 540 hours wrestling with administrative tasks.
August 22, 2021
What Agents Should Know About How Medicare Covers Ostomy ProductsMore than 750,000 people in the United States have ostomies.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
July 13, 2021
Costco Offers Better Prices Than Medicare 50% of the Time: StudyAccording to USC research: 'It's time to fix incentives in the Medicare Part D system to put the patient first.'