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.
Rising Cost of Long-Term Care Insurance Squeezes Buyers
By Marlene Y. SatterIn its annual analysis of the premium cost for the most popular policies offered by 10 companies, AALTCI found that on average, a 55-year-old single individual who qualifies for preferred health discounts will pay $1,720 for $165,000$200,000 in current coverage.
February 02, 2012
Northwestern Mutual to Recruit 5,000 Finance Professionals in 2012Against a backdrop of high U.S. unemployment along with a shortage of job creation, Northwestern Mutual expects that more than 50% of the new financial representatives will be career changers.
January 16, 2012
Pershing Releases Advisor Business, Succession Planning GuidebookPractical guide from Pershing Advisor Solutions provides workbooks for, and case studies illustrating, successful advisor business and succession planning solutions.
January 13, 2012
Boomers Fear Health Costs Will Overwhelm Them in Retirement: IRIThe cost of health care in retirement is substantial, and many boomers feel they arent prepared to meet those costs, a report released Tuesday by the Insured Retirement Institute found.
January 09, 2012
Cetera Financial to Acquire Genworth FIS Broker-DealerFirm that focuses on tax professionals as advisors will become fourth BD at Cetera.
January 04, 2012
SEC Charges Texas Firm With Life Settlements FraudThe SEC on Tuesday charged Texas-based financial services firm Life Partners Holdings Inc. and three of its senior executives for their involvement in a fraudulent disclosure and accounting scheme involving life settlements.
January 03, 2012
CDC Releases First National Survey on LTC, Non-Nursing Home FacilitiesThe Centers for Disease Control and Prevention released in December the 'first nationally representative survey' of residential care facilities to provide an overview of their role in the long-term care industry.
December 28, 2011
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—SlideshowIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?