Why Long-Term Care Cost Reports Are Often Misleading
By Romeo RaabeHere are five reasons why many clients should plan for bigger bills.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 09, 2021
Why You Need a Grown-Up App for ClientsKeep in mind that of the 155 minutes a day people spend online using a mobile device, 88% of that is on an app.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
June 07, 2021
The COVID-19 Vaccine: A Medicare Customer QuestionThe shots are supposed to be free, but there are wrinkles.
June 03, 2021
How Does Regulation BI Impact Life Settlements?Life settlements are not securities, but the author makes the case that concerns about conflicts of interest apply.
June 02, 2021
What the Life Settlement Industry Can Learn From the NFT CrazeThe author makes the case the life insurance policies can be as difficult to value as fine art.
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