Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The New Medicare Advantage Prior Authorization Rules: A Medicare Customer Question
By Bethany CissellA change that vexed the issuers could make the plans more popular with clients.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.
May 22, 2023
12 Unhealthiest States for Seniors: 2023States in the southeast had the most room to improve when it came to older residents' health.
May 22, 2023
Use Disability Insurance Awareness Month to EducateA longtime agent says clients need advice about how to protect their most valuable asset.
May 22, 2023
12 Best States for Military Retirees: 2023Here's where readjusting to civilian life should be the least difficult, according to WalletHub.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 19, 2023
12 Healthiest States for Seniors: 2023Seniors in these states have better access to health care, lower rates of poverty and fewer early deaths.