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 Plan Brokerages Have a 'Churn Problem': Corey Metzman
By Allison BellA web broker's COO sees Medicare advice as an important part of holistic planning.
September 14, 2022
House Passes Medicare Preauthorization Bill by Voice VoteA key House Republican says congressional leaders must offset the bill's estimated $16.2 billion cost.
September 14, 2022
15 Best Countries for Retirement Security (And Where the U.S. Ranks)The U.S. dropped one spot this year in the annual ranking from Natixis Investment Managers.
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.