Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How the Inflation Reduction Act Affects Medicare Patients: A Medicare Customer Question
By Bethany CissellOne provision, a $35-per-month cap on insulin costs, will take effect next year.
September 26, 2022
Medicare Plan Brokerages Have a 'Churn Problem': Corey MetzmanA web broker's COO sees Medicare advice as an important part of holistic planning.
September 23, 2022
What You Think and What Retirement Clients Want Are DifferentTwo Retirement Income Institute fellows have looked at the survey data and found gaps.
September 19, 2022
Medicare Open Enrollment: A Checklist for Advisors and ClientsNow 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 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.