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.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 11, 2024
How Corporate-Owned Life Insurance Helps Business-Owner ClientsWhen volatility returns, COLI can add stability.
July 03, 2024
5 Things to Know About the Global Life High-Net-Worth MarketA Manulife exec recently talked about reaching the wealthy, the ultra-wealthy and "millionaires next door."
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 27, 2024
12 Insights Into Boomers' Retirement RealitiesTheir relative contentment can mask deeper challenges, a new survey finds.
June 21, 2024
Retirement Accounts Are Flush for Millions of Older AmericansVanguard research found the top 5% of income earners among baby boomers had a savings surplus of almost 30%.
June 20, 2024
15 Best States for Seniors: 2024A law firm's ranking included health care, long-term care, safety, average temperature and cost of living.
June 17, 2024
Connelly v. IRS Makes Buy-Sell Agreements More ImportantThe author predicts that life insurance will continue to play a role as a funding vehicle.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
May 30, 2024
15 Best U.S. Cities to Raise a Family: 2024WalletHub ranked 182 cities on criteria like education, child care, affordability and family fun.