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 Planning Innovator Sheryl Garrett Is Designing Her Own Retirement
By Jane Wollman RusoffThe Garrett Planning Network founder tells ThinkAdvisor how she's sowing the seeds — actual seeds — of retirement security.
August 01, 2022
12 Best States for Living in Retirement: 2022Caring.com ranked the states based on 46 key metrics across five categories.
July 29, 2022
Globe Life Releases COVID-19 Death AssumptionsThe company estimates that the death toll will fall to 60,000 in the second half, from 185,000 in the first half.
July 28, 2022
Schumer-Manchin Deal May Raise Some Life Insurers' TaxesHere are H.R. 5376 highlights for life, health and annuity advisors.
July 26, 2022
Travel: A Medicare Customer Q&AWhat happens if an older client goes on vacation and gets sick?
July 26, 2022
Texas Agent to Lead National Health Advisor GroupKelly Fristoe still sells ordinary major medical coverage as well as Medicare plans and employee benefits.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Strong Plan N Sales Could Signal Dramatic Shift in Medigap MarketIf current sales trends continue, the share of Medigap users with lean Plan N coverage could soon triple.