5 Reasons Consumers Flunk LTC Planning
Sloth, denial and tight budgets may not be the only villains.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Nothing Sells Like Team Spirit at MetLife
MetLife Solutions Group says team selling has provided its advisors three benefits: Clients get holistic planning, and advisors increase business and stem losses.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.
Top 15 Cheapest States for Long-Term Care Costs: 2014
Genworth’s 11th annual study provides data on the states with the lowest costs across a range of LTC services.
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
Premium Increases Expected for Long-Term Care Insurance
Longer life spans and medical issues leave policyholders facing huge hikes.
Despite Their Financial Power, Women Save Less Than Men: Merrill
Women tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
Does the independent advisory industry really need another study?