Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Healthiest States in America: 2026
By Michael S. FischerResearchers used 99 data points, from doctor availability to excessive drinking rates to economic health.
January 05, 2026
Here's Where It Takes Homebuyers the Longest to Save for a Down PaymentIn some high-cost coastal areas, Realtor.com finds, it can take the median household decades to save enough.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
December 29, 2025
2026 Medicare Outlook: More DisruptionA market veteran expects the turmoil to increase consumer interest in Medicare supplement insurance policies.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 23, 2025
Disability Insurance Builds Financial WellnessHere are three ways advice about income protection can make clients stronger.