Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why the New Old Age Could Be Different
By Allison BellInsurers fought tuberculosis, then smoking. Now, they're gunning for dementia and frailty.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 06, 2024
Curb Medicare Advantage Funding, Sen. Warren Asks CMSFollowing the preliminary bidding process, the agency plans to post the 2025 rate announcement by March 31.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 28, 2024
12 States With the Highest Property TaxesTypical households in these states pay far more in real estate taxes than the national average of $2,869.
February 27, 2024
How to Plan for the Obesity Drug RevolutionLife insurers and their reinsurers are starting to think about what Wegovy, Saxenda and successors could do for your clients.