Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
8 Retirement Planning Points for Couples With a Large Age Gap
By Roger WohlnerA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 19, 2022
California State Lawmaker Tries to Keep Insurance Legislators TalkingNCOIL President Ken Cooley could influence how the Golden State addresses long-term care financing.
July 18, 2022
UnitedHealth Announces Strong Q2 Earnings as New COVID-19 Wave HitsUnitedHealth reported $5.2 billion in net income for the quarter on $80 billion in revenue, both increases over Q2 in 2021.
July 12, 2022
Clients' Universal Life Policies Might Contain a Retirement Planning BoostMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 11, 2022
Life Application Activity Loses COVID-Era LusterActivity levels for consumers ages 71 and older remain strong.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.