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.
Popularity of HSAs and HRAs Increases in 2010
By John SullivanDespite health reform, assets increased in health savings and retirement vehicles.
January 20, 2011
Life Insurance Sales 'Flat' in 2011, LIMRA PredictsInsurance executives are pessimistic about 2011, according to a survey released Wednesday by LIMRA.
January 19, 2011
Clients and the New Higher Deductibility Limits for LTC InsuranceThe planning implications of the new IRS guidelines on long-term care insurance
January 07, 2011
New LTC Insurance Guides Give Tax Deductibility, RegulationsTwo new guides providing information on the 2011 tax deductibility limits and the regulations governing long-term care insurance (LTCI) have been published and are now available from the American Association for Long-Term Care Insurance.
January 05, 2011
Almost Half of Pre-Retirees Have No Plan Against Outliving AssetsSociety of Actuaries finds only 19% plan to purchase long-term care insurance.
December 22, 2010
Defense Authorization Bill Passes With New Health Care ProvisionAfter wrangling into the night on Tuesday, and after the stripping of numerous controversial provisions from the legislation, the 2011 defense authorization bill passed the Senate on Wednesday.
December 08, 2010
Why Women Risk Retirement Disaster, and How They Can Avoid ItWomen fail to plan long-term for their retirement, according to a study by the Society of Actuaries, and Olivia Mitchell, a professor at The Wharton School, says low financial literacy is to blame.
November 30, 2010
LTCI and Boomers: Gap in Perceived Value and Actual PurchasesWhile a majority of boomers recognize the potential value of long-term care insurance, few have actually purchased a policy.