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 Plans for the Life and Annuity Specialist
By Lamaretta Simmons-KeldermanA retirement plan without a Medicare talk is like a car without tires.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.
March 03, 2022
15 Hardest-Working Cities in America: 2022WalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.
March 03, 2022
States Clash Over Long-Term Care Issuer Rehab EffortWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 02, 2022
Clients Can Never Have Too Much InsuranceSure, you know your clients need all kinds of protection. Do they?
March 02, 2022
5 Top State of the Union Takeaways for Retirement SpecialistsBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 25, 2022
15 Cheapest States for Long-Term Care: 2021Costs are surging nationwide, but care is still far cheaper in some states than others, Genworth reports.