Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fear, Confusion Hold Back Long-Term Care Planning: OneAmerica
By Allison BellAbout 28% of older American polled in a recent survey have not spoken with anyone about long-term care planning.
November 04, 2022
Tips for Starting the Long-Term Care Discussion With ClientsAdvisors can celebrate Long-Term Care Awareness Month by spreading awareness.
November 04, 2022
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI InsiderClients who go home for Thanksgiving see things.
November 03, 2022
Humana Says Medicare Enrollment Looks GoodCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 03, 2022
Genworth Executives Review Long-Term Care Rate Hike SettlementsTom McInerney says the arrangements may be good both for the policyholders and for Genworth.
November 03, 2022
Late Medicare Enrollees to Get Quicker Access to CoverageMedicare seekers affected by agent or broker errors will get special enrollment periods.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.