Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Lessons From John Hancock's $26M LTCI Settlement
By Allison BellLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 23, 2022
5 Steps to Building a Retirement Income Plan for ClientsCommonwealth lays out a comprehensive framework for advisors who want to distinguish themselves as income planning experts.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.
August 19, 2022
John Hancock to Pay $26.3M Over Canceled LTCI PoliciesThe life and health insurer reviewed its records and found 156 terminations affected by errors in New York.
August 17, 2022
Advisors, Retirement Health Costs and the Inflation Reduction ActThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 16, 2022
Biden Signs $437B Tax-Climate BillIt injects $80 billion into the IRS and imposes a 15% minimum tax on large corporations and a 1% excise tax on stock buybacks.
August 16, 2022
The Next Steps for Medicare Drug NegotiationsA policy specialist looks at the battles to come.