Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Medicare Open Enrollment: A Checklist for Advisors and Clients
By Roger WohlnerNow is the time to touch base with clients to help ensure that they have the best coverage at the lowest cost.
September 14, 2022
House Member Revives Bill to Fix COBRA-to-Medicare Enrollment GlitchKurt Schrader's Medicare Enrollment Protection Act bill could protect some clients from a costly coverage gap.
September 14, 2022
Northwestern Mutual Adds a Long-Term Care HybridLincoln Financial has also done something unusual about its own life-LTC hybrid.
September 13, 2022
COVID-19 Cut U.S. Workforce by About 500,000: ResearchersMuch of that effect could be due to older workers deciding to retire early.
September 13, 2022
12 Worst U.S. Cities for Retirement: 2022These cities get less-than-stellar marks on quality of life, affordability, activities and health care, WalletHub found.
September 09, 2022
Medicare Plan Producer Group Finds Coverage Review GapOnly half of experienced agents say they give clients' coverage annual exams.
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.