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 Reasons LTC Planning Matters to Women
By Margie BarrieSure, men need long-term care, too. But two major factors set women apart.
April 27, 2019
11 Key Social Security Facts You Need to KnowHere are answers to some of the most common Social Security questions.
April 23, 2019
5 New Facts About Social Security's 2018 EarningsThe gorilla of all annuity gorillas has $2.8 trillion in fixed-income assets, and 178 million customers.
April 23, 2019
10 Affordable Small Towns for Retirees in Tax-Friendly StatesSome days are like that -- you start thinking, "Maybe I should retire to a small town. Now."
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.
