Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI Insider
By Margie BarrieClients who go home for Thanksgiving see things.
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.
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.