Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Long-Term Care Insurance Sales Rise at Some Carriers: A.M. Best
By Allison BellThree reported an increase of more than 10% in the number of new lives covered.
September 08, 2023
This Is the Biggest Retirement Challenge for Americans in Their 40s and 50sCaregiving responsibilities and the daily financial obligations of Americans in this age group are raising concerns.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
August 29, 2023
Medicare Lists First 10 Drug Price Negotiation TargetsHow all clients' prescription benefits work could get more complicated.
August 25, 2023
The Best Colleges in 15 Categories: The Princeton ReviewBoth big and small colleges can be found at the top of these categories.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.