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.
11 Key Social Security Facts You Need to Know
By Michael D. ThomasHere are answers to some of the most common Social Security questions.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
March 19, 2019
Advisors' Advice: 11 Financial Mistakes Retirees MakeWe asked advisors about their retiring clients' biggest blunders.
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.
March 04, 2019
The 15 Most Overpaid CEOs of Public CompaniesThe most overpaid execs on this list underperformed the S&P 500 over the last four years.
January 23, 2019
Technology, Retirement Plan Initiatives to Boost Life Insurance Growth: LIMRALIMRA is expecting to see good news for retirement savings.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.