10 Issues to Resolve So You Can Succeed at Seminar Marketing
By Bill GoodThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
May 03, 2018
Policyholders Cling to Unum Long-Term Care Insurance PoliciesSales of individual disability were up, but sales of group disability were down.
April 19, 2018
3 Questions for Clients Looking at Senior Care OptionsSome clients have to move from planning for long-term care to implementing the plan.
March 15, 2018
Americans Are Spending More but Planning Less for Caregiving: Northwestern MutualNew findings reveal 7 in 10 caregivers reduced their own living expenses to cover caregiving costs.
February 20, 2018
Future Retirees Will Be More Vulnerable to Market Shocks: CRRRetirees financial fragility increases as they depend more on financial assets for income, the Center for Retirement Research reports.
January 03, 2018
Beware the Chained CPI Link in the New Tax LawIt accelerates moves into higher tax brackets, slows the growth of deductions and sets the stage for lower Social Security COLAs.
November 16, 2017
The Advisor-Client Relationship: Infinite Problems, Infinite PossibilitiesHere are four common scenarios advisors encounter with clients and how to react.
October 09, 2017
15 Cheapest States for Long-Term Care: 2017Genworths annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.