Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
5 States Where Working-Age COVID-19 Hospitalizations Are Surging
By Allison BellAmong states, figures range from a decrease of about 67% to an increase of 97%.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?
June 24, 2022
Warn Clients About Long-Term Care Costs Early: Jeff BeligottiThe New York Life executive predicts typical older clients will spend more than $100,000 on care.
June 23, 2022
Many Retirees Wish They'd Planned, Saved Earlier: EBRI SurveyRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.
June 22, 2022
What a Nursing Home Room Really Costs Now in the 5 Most Populous StatesLincoln Financial uses the data to help advisors show clients what they're up against.
June 17, 2022
No Surprises Act May Block Some Patients' Access to Care: ProvidersOne question: What happens when surgery takes 15 minutes longer than expected?