Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
From Pets to Polyamory, 12 Unique Estate Planning Questions
By Emily HolbrookToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 04, 2022
Tips for Starting the Long-Term Care Discussion With ClientsAdvisors can celebrate Long-Term Care Awareness Month by spreading awareness.
November 04, 2022
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI InsiderClients who go home for Thanksgiving see things.
November 03, 2022
Humana Says Medicare Enrollment Looks GoodCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 03, 2022
Genworth Executives Review Long-Term Care Rate Hike SettlementsTom McInerney says the arrangements may be good both for the policyholders and for Genworth.
November 03, 2022
Late Medicare Enrollees to Get Quicker Access to CoverageMedicare seekers affected by agent or broker errors will get special enrollment periods.
October 27, 2022
How Medicare Premiums Will Change in 2023A Medicare problem solver explains what the fuss about the premiums is all about.
October 27, 2022
3 State Insurance Ballot Measures to WatchOne could lead to some clients getting dental insurance premium refunds.