Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike Info
By Allison BellOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.
August 11, 2022
Life Insurers See Q2 Mortality DecreaseSun Life Financial says its U.S. COVID-19 claims dropped about 90%.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 10, 2022
Budget Package Includes Insulin Help for HSA UsersSection 11408 would let HSA-compatible policies provide pre-deductible coverage for insulin.
August 10, 2022
Social Security COLA for 2023 Estimated at 9.6%While lower than last month's 10.5% prediction, it would be the biggest increase since 1981.
August 09, 2022
Sales of Life Policies With LTC Benefits Soar: LIMRAMore than 558,000 consumers bought new life-LTC policies in 2021.
August 09, 2022
15 Best Cities for Retirees: 2022These cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.