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.
Sales of Asset-Based LTC Insurance Rise by 20%
By Warren S. HerschThe study finds that more than half of male buyers of LTC policies were under age 65. In the prior years study, only 48% were under age 65.
April 25, 2012
Top 10 Most Expensive States for Long-Term Care Costs: 2012Those anticipating a need for LTC might want to steer clear of these states if they want to keep costs down.
April 24, 2012
Free J.P. Morgan Retirement Guide Helps Advisors Talk to ClientsThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients
April 23, 2012
Largest Long-Term Care Claim Nears $2 MillionLong-term care insurance costs are on the rise. A new study shows just how much some of those claims are worth to the insured.
April 23, 2012
Top 10 Cheapest States for Long-Term Care Costs: 2012With costs for care rising at a rapid pace for assisted living facilities and private rooms in nursing homes, its more important than ever to know which states are the most affordable when planning retirement.
April 18, 2012
Heritage Planning Pt. 8, Bringing Families Together FinanciallyThe Family Bank: how to build it; what it accomplishes for each family.
April 18, 2012
Which Candidate Is More Likely to Support LTC Insurance? Poll Has Surprising AnswerA straw poll found Americans gave a conclusive answer to whether Obama or the GOP candidate would be more likely to support LTCI.
April 17, 2012
Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.