Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Filling a Gap in Medical Evacuation Benefits
By Allison BellStandard travel insurance plans may not get sick or injured clients home or to their preferred hospital.
October 13, 2023
Standard Medicare Part B Premium Set to Rise 5.9% in 2024That compares with a 3.2% Social Security cost-of-living adjustment.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
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.