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.
Consumers More Likely Than Ever to Buy Life Insurance Direct
By Danielle AndrusInsurance agents are still the preferred way to buy life insurance for many Americans, but they are increasingly turning to direct methods of purchase such as online, phone or mail orders, a survey released Wednesday found.
July 20, 2011
Advisors Helping Advisors Finding the Work-Life BalanceLisa Kirchenbauer and partner Phil Dyer are sharing their experiences with other advisors, with a Tuscany twist.
June 15, 2011
Securitizing Longevity Risk: Are ‘Death Bonds’ a Good Investment?What to know before investing in what Newsweek called “Wall Street’s most macabre investing scheme yet.”
June 15, 2011
A Long-Term Care Primer: The Need and the LTCI OptionThe need is great now and will only grow greater. Insurers are beginning to step up.
June 08, 2011
As Boomers Retire, New LTC Almanac Could Prove UsefulThe American Association for Long-Term Care Insurance announced Tuesday that it had released its first Long-Term Care Insurance Almanac and Book of Facts, intended to help insurance and financial professionals address the increasing number of questions raised by prospective clients and professionals who may refer clientele.
June 07, 2011
Facility-Based Health Care Costs Up, In-Home Care Remains FlatGenworth found that costs for care in assisted living facilities and nursing homes have increased over the past year, while in-home care has held steady.
May 13, 2011
Planning Our Future, Before We Get Too OldBoomers will need to shape their future by saving enough, planning well and managing their resources in order to become less vulnerable
May 05, 2011
Majority of Americans Underestimate Health Care Costs in RetirementMore than 90% of consumers don't know or underestimate how much health care will cost them in retirement, a survey released Wednesday by Sun Life Financial found.