Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Late Medicare Enrollees to Get Quicker Access to Coverage
By Allison BellMedicare seekers affected by agent or broker errors will get special enrollment periods.
October 25, 2022
How 4 Generations Think Differently About RetirementBoomers, Gen X, millennials and Gen Z share many of the same dreams for retirement, but they're haunted by different fears.
October 25, 2022
13 Scary Retirement Statistics to Read in the DarkBrave advisors must confront these frightening facts to ensure their clients are on a secure path to retirement.
October 25, 2022
End Call If a Medicare User Refuses Recording: Officials to AgentsCMS says the plan issuer is responsible for getting agents and brokers to record the calls.
October 25, 2022
Falling Medicare Costs and a Big Social Security COLA? Don't Get Too ExcitedThe author sees 2023 as an outlier, and an opportunity.
October 25, 2022
Marketplace or Medicare: Should You Go or Should You Stay?Insurance veterans look at the clients' decisionmaking process.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
Insurance Giant Sees Strong Medicare Plan Selling SeasonElevance hopes to appeal to your clients with home support benefits and prepaid grocery cards