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News, sales tips, and product information for financial planners, life insurance agents, and other professionals in the financial industry.
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PlanLab News | newsplanlabus.wpengine.com Reviews

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News, sales tips, and product information for financial planners, life insurance agents, and other professionals in the financial industry.

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1

Selling Disability Income to the Ones Who Can Get It | PlanLab News

http://newsplanlabus.wpengine.com/2009/01/selling-disability-income-to-the-ones-who-can-get-it

Selling Disability Income to the Ones Who Can Get It. Selling Disability Income to the Ones Who Can Get It. Bull; January 7, 2009. The people who need disability income insurance come in two forms: the ones whose lifestyle would be almost immediately affected if their source of monthly income suddenly stopped, and those who could endure the financial hardships caused by a sudden stop of salaried income. For this group, selling the need is easy, while selling the cost is difficult. The second group needs ...

2

Finance | PlanLab News

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You are browsing the archives of Finance. Financial Decisions by Sound Bites. How Does the Financial Crisis Affect Credit? Calculators vs. Cash Flow Analysis The Other Side of the Solution. Have PlanLab News Delivered to Your Inbox. Enter your email address:. Estate Tax Certainty with PlanLab. Life Insurance as a Senior Asset. Distributions Your Way or Their Way. Selling Disability Income to the Ones Who Can Get It. Financial Decisions by Sound Bites.

3

Maxey Sanderson | PlanLab News

http://newsplanlabus.wpengine.com/author/maxeysanderson

Maxey is Impact's President. An insurance specialist with over 35 years of experience in insurance and financial planning, he shares a unique perspective with PlanLab users. Maxey is a graduate of the University of North Carolina at Chapel Hill with a double major in Mathematics and Economics. He became a Chartered Life Underwriter (CLU) in 1975, Fellow Life Management Institute (FLMI) in 1977, and a Chartered Financial Consultant (ChFC) in 1989. Posts By This Author. Estate Tax Certainty with PlanLab.

4

Let Your Clients Test Drive Retirement | PlanLab News

http://newsplanlabus.wpengine.com/2008/10/let-your-clients-test-drive-retirement

Let Your Clients Test Drive Retirement. Let Your Clients Test Drive Retirement. Bull; October 15, 2008. Every retiree would like to know how their plans will work. If they could take a retirement test drive of their plans, they could have more confidence in the future. Retirement Test Drive. Is one of PlanLab. But what if things you never anticipated happen? Rusty and his wife became very concerned would their plans still work? Should they take their losses and convert everything to cash? Makes it simple...

5

Wills | PlanLab News

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You are browsing the archives of Wills. Distributions Your Way or Their Way. Why create a will? It’s as simple as making distributions at death your way, or their way. Have PlanLab News Delivered to Your Inbox. Enter your email address:. Estate Tax Certainty with PlanLab. Life Insurance as a Senior Asset. Distributions Your Way or Their Way. Selling Disability Income to the Ones Who Can Get It. Financial Decisions by Sound Bites.

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About PlanLab News | PlanLab News

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PlanLab News is a source of news, sales tips, and product information for financial planners, life insurance agents, and other professionals in the financial industry. Users of PlanLab. Will find this site especially useful since we plan many articles that tie in with the tools provided by PlanLab. PlanLab is produced by Impact Technologies Group, Inc. Have PlanLab News Delivered to Your Inbox. Enter your email address:. Estate Tax Certainty with PlanLab. Life Insurance as a Senior Asset.

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Financial Decisions by Sound Bites | PlanLab News

http://news.planlab.us/2008/12/financial-decisions-by-sound-bites

Financial Decisions by Sound Bites. Financial Decisions by Sound Bites. Bull; December 3, 2008. Do we make our financial decisions the same way based on sound bites? All of these financial sound bites may be excellent advice in specific situations. But, do we try to apply these money rules without considering the entire situation? Are we too busy to get all of the facts? Almost every sound bite is a reminder of good advice in certain circumstances. How do you know if the circumstances are right? Is a col...

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Estate planning | PlanLab News

http://news.planlab.us/category/estate-planning

Estate Tax Certainty with PlanLab. You can count on your PlanLab illustrations to provide the proper estate taxes with certainty, even as Congress continues their uncertainty! And when new laws are signed, PlanLab will be among the first to provide updated illustrations. Distributions Your Way or Their Way. Why create a will? It’s as simple as making distributions at death your way, or their way. Picking an Estate Planning Attorney. Estate Planning: No Free Lunch. Have PlanLab News Delivered to Your Inbox.

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Life Insurance as a Senior Asset | PlanLab News

http://news.planlab.us/2009/08/life-insurance-as-a-senior-asset

Life Insurance as a Senior Asset. Life Insurance as a Senior Asset. Bull; August 18, 2009. You have finally retired. Your children are secure. Your grandchildren are your greatest joys. You have some funds that you don’t think you will have to use for your retirement that you would love to leave to your grandchildren. But, in today’s volatile economy, where is a safe place to put it? Is there a safe place that can hedge against market fluctuations? Earning 5% before taxes every year. At life expectan...

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Distributions Your Way or Their Way | PlanLab News

http://news.planlab.us/2009/05/distributions-your-way-or-their-way

Distributions Your Way or Their Way. Distributions Your Way or Their Way. Bull; May 31, 2009. Why create a will? Perhaps the first question should be, What does a will do? Your will determines how any property you own at death will be distributed to your heirs provided you have not made other arrangements. What other arrangements would you have made? Lawmakers design the intestacy laws based on what they think you would want to happen. These laws vary from state to state. Creating a will allows you to ex...

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Maxey Sanderson | PlanLab News

http://news.planlab.us/author/maxeysanderson

Maxey is Impact's President. An insurance specialist with over 35 years of experience in insurance and financial planning, he shares a unique perspective with PlanLab users. Maxey is a graduate of the University of North Carolina at Chapel Hill with a double major in Mathematics and Economics. He became a Chartered Life Underwriter (CLU) in 1975, Fellow Life Management Institute (FLMI) in 1977, and a Chartered Financial Consultant (ChFC) in 1989. Posts By This Author. Estate Tax Certainty with PlanLab.

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Inheritance | PlanLab News

http://news.planlab.us/tag/inheritance

You are browsing the archives of Inheritance. Distributions Your Way or Their Way. Why create a will? It’s as simple as making distributions at death your way, or their way. Have PlanLab News Delivered to Your Inbox. Enter your email address:. Estate Tax Certainty with PlanLab. Life Insurance as a Senior Asset. Distributions Your Way or Their Way. Selling Disability Income to the Ones Who Can Get It. Financial Decisions by Sound Bites.

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Estate Tax Certainty with PlanLab | PlanLab News

http://news.planlab.us/2009/12/estate-tax-certainty-with-planlab

Estate Tax Certainty with PlanLab. Estate Tax Certainty with PlanLab. Bull; December 28, 2009. Washington is adding yet another layer of uncertainty to estate taxes with the lack of action in the Senate. But on January 1, 2010 all of your PlanLab. Applications showing death in 2010 or later will reflect. Of the estate tax provisions according to the current laws! You don’t need to do a thing. Was previously programmed to illustrate the laws as written for 2010, 2011 and beyond:. And when new laws are sig...

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Life Insurance | PlanLab News

http://news.planlab.us/tag/life-insurance

Archive for Life Insurance. You are browsing the archives of Life Insurance. Life Insurance as a Senior Asset. Life insurance that has almost no market fluctuations is a very good long-term asset, especially if it is anticipated that it will be held until death. Have PlanLab News Delivered to Your Inbox. Enter your email address:. Estate Tax Certainty with PlanLab. Life Insurance as a Senior Asset. Distributions Your Way or Their Way. Selling Disability Income to the Ones Who Can Get It.

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PlanLab News

Let Your Clients Test Drive Retirement. Bull; October 15, 2008. Estate Tax Certainty with PlanLab. Bull; December 28, 2009 • No Comments. Washington is adding yet another layer of uncertainty to estate taxes with the lack of action in the Senate. But on January 1, 2010 all of your PlanLab. Applications showing death in 2010 or later will reflect. Of the estate tax provisions according to the current laws! You don’t need to do a thing. No federal estate tax in 2010. Limited step-up in basis for 2010 deaths.

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