Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Clients' Universal Life Policies Might Contain a Retirement Planning Boost
By Allison BellMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 05, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingAmong states, figures range from a decrease of about 67% to an increase of 97%.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
July 05, 2022
Americans Underestimate Two Major Kinds of Retirement RiskA Fidelity analyst has come out with a quick guide to what typical U.S. investors are missing.
July 01, 2022
Buyers Still Want Life and Health Brokers: Stacy KirshnerThe Alvarez & Marsal insurance deal specialist says firms with a senior market focus are especially popular.