One sometimes overlooked indicator that a client may be suffering from diminished mental capacity has to do with car insurance, of all things. The Hartford has come up with a program called Family Conversations About Alzheimer's Disease, Dementia, and Driving, which addresses different issues families should talk about when they have a relative dealing with dementia. "It was started because people were calling to cancel their auto insurance for spouses with dementia who shouldn't drive anymore, but as we all know, that's not going to necessarily make the spouse stop driving," says Stephanie Chappell, corporate financial gerontologist at The Hartford. The program includes ways to assess when a person has reached the point when it's no longer safe for them to drive and how to talk to him about it.
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
This White Paper outlines the immediate actions firms can take to correct outdated and costly supervision procedures.
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...