Guardian Launches Whole Life Rider Tied to S&P 500
Guardian has launched a new feature intended to mimic indexed universal life policies, which are soaring in popularity.
Dodging Steep Penalties in Retiree-Only HRA Design
Worried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
15 Worst Cities for Retirement: 2015
These cities are expensive and may leave retirees with fewer options for activities and health care, according to WalletHub.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
10 Cheapest States for Retirement Health Care
Looking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Servicemembers Favor Permanent, Not Temporary Life Insurance
Permanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."