Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The Longevity Gap and Life Insurance Settlements
By Wm. Scott PageToday, the average U.S. woman lives six years longer than the average U.S. man.
June 23, 2023
Pandemic Retirees Head Back to WorkSome older Americans may be concerned about the drop in housing values, compounded by higher interest rates and inflation.
June 21, 2023
12 Most Expensive Cities for Living LargeThese are the cities where living a high-net-worth lifestyle costs the most, according to a Julius Baer analysis.
June 21, 2023
Number of Individual Disability Policies Holds Steady: Gen RePolicy sales were a little higher than in 2021.
June 20, 2023
Clients Tilt Toward Pre-Need Plans for End-of-Life ProtectionSales of final expense life insurance fell.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.
June 08, 2023
6 Truths about Medicare Supplement Insurance PlansFor some clients, Medicare Advantage plans could work. For others, there's an alternative.
June 08, 2023
New York Regrets How It Regulated Long-Term Care Insurance RatesOfficials say they want to keep the issuers solvent and revive the LTCI market.