Aging in Place: Considerations for Retiree Clients
Aging in place is not without its costs — nor is it feasible for every retiree.
Educating Clients on Preventive Care: What Retirees Need to Know About Medicare’s Services
Given rising health care costs and growing uncertainty over preexisting conditions, proactive health management can protect a nest egg in retirement.
Helping Late Starters with Long-Term Care
Advisors are faced with the challenge of helping retirees with sudden, unplanned-for long term care needs.
Starting the Health Care Conversation: How to Open a Key Discussion With Your Clients
Health care can be a tough topic to broach. For many advisors, the costs are unclear, the conversations uncomfortable and the specifics outside their areas of expertise.
Navigating Medicare Enrollment: Guiding Clients through the Medicare Maze
Medicare enrollment presents a perfect opportunity to clear up confusion and help clients plan their spending and drawdown strategies.
Covering the Costs of Long-Term Care: 5 Strategies for Helping Clients in Need
Advisors have an opportunity to grow their practice by protecting the assets clients have accumulated over lifetimes of work.
Common Medicare Myths and Misconceptions — and How to Dispel Them
Clear up these confusions, and you’ll be well on your way to creating more realistic, sustainable retirement plans for your clients.
Clearing up Confusion on Long Term Care: Costly Assumptions Clients Need to Avoid
The demand for long term care is growing, and with increased demand comes higher costs.
Estate Planning an Essential Step for Every Retiree
Planning to pass away — it’s a touchy subject with many clients, but one that has to be addressed.
As the need for retirement-minded advisors grows, differentiation is critical
With a more competitive for financial advisors, have you positioned yourself for success?