Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Top 5 States for Medicare Drug Plan Agent-Broker Comp Increases
By Allison BellOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 10, 2023
Insurer-Backed Bill Could Expand Access to Medicare Advantage ExtrasRep. Gus Bilirakis wants to expand access to benefits like grocery discounts and homemaker help.
September 28, 2023
Free Medicare Benefits May Not Really Be FreeMedicare Advantage plans are fishing for your clients. Watch for hidden hooks.
September 26, 2023
John Hancock to Sell Life-Long-Term Care Product Through WorksitesGolf legend Jack Nicklaus will give the launch extra lift.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 26, 2023
12 Best U.S. Cities for Retirement: 2023Besides affordability, retirees who want to move will focus on a host of other factors in choosing their new home.