Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Humana Reports Stronger-Than-Expected Medicare Plan Sales
By Allison BellThe enrollment period for 2023 Medicare Advantage plans ends Tuesday. Search traffic is strong.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 24, 2022
Online Pharmacy Cuts Out the InsurersSatish Srinivasan, the founder of DiRx, hopes a self-pay-only strategy will hold down prescription drug prices.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
How to Help Clients Avoid Costly Medicare MistakesOut-of-pocket costs can vary between Medicare plans by thousands of dollars a year, Philip Moeller tells ThinkAdvisor.
November 22, 2022
Medicare Marketing Rules Look Wimpy: Ari ParkerChapter's advisor trainer sees calmer ads but little increase in consumer support.
November 21, 2022
New Paid Family Leave Proposal Could Help Caregiver ClientsThe National Council of Insurance Legislators has adopted the Paid Family Leave Insurance Model Act. Will states follow?