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.
Insurer to Pay $77M to Settle Criminal Tax Evasion Case
By Allison BellSwiss Life has agreed to help the U.S. government locate U.S. tax evaders in a criminal case involving private placement insurance.
February 21, 2021
John Hancock Has a Not-So-Secret Weapon for Tracking COVID-19The life insurer knows whether program policyholders are exercising. Someday, it could know more.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 15, 2021
Low Interest Rates Push LTCI Prices UpPrices for new coverage are up both for stand-alone LTCI policies and for linked-benefit life hybrids.
January 07, 2021
Genworth May Cut Remaining LTCI Sales and Marketing OperationsThe company's CEO says NYSE moves against three Chinese companies added to China Oceanwide deal completion woes.
January 06, 2021
50 States of Latest Government COVID-19 Pandemic Intensity DataIn five states, more than 44% of the available adult ICU beds are filled with patients with COVID-19.
December 17, 2020
Task Force Adds Intensity Level to COVID-19 Death MapLast week, many counties on the map recorded more than 15 pandemic-related deaths per 100,000 residents.
December 16, 2020
5 High-Population States and Key COVID-19 IndicatorsSome of these big markets have numbers that are moving in the wrong direction.