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.
Social Security Bill Aims to Raise Payroll Tax Cap
By Melanie WaddellThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.
January 03, 2025
How HNW Families Can Protect Themselves and Their Wealth: StudyAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.