Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Waiting to Claim Social Security Can Boost Income by 10.4%: Study
By John ManganaroNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.
November 16, 2022
8 Marketing Do's and Don'ts for Retirement AdvisorsA new Capital Group study teases out the phrases and images that resonate with prospects — and those that fall flat.
November 15, 2022
Why Women Need to Consider Long-Term Care CoverageLonger lives and a higher rate of disability make long-term care coverage a top concern for female clients.
November 14, 2022
Millennials Are Asking About Long-Term CareOnce, most LTC clients were boomers. Now, the author is helping clients born after 1980.
November 10, 2022
10 Money Mistakes Clients Make: Advisors' AdviceBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 10, 2022
States May Get Tougher on Health Insurance MarketersAgent groups want the NAIC to focus on lead generators. Consumer reps have different ideas.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.