Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Nearly Half of Retirees Are Short on Emergency Cash: Study
By John ManganaroThe researchers suggest that retirees should set aside at least 10% of their income as emergency savings.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
December 29, 2025
2026 Medicare Outlook: More DisruptionA market veteran expects the turmoil to increase consumer interest in Medicare supplement insurance policies.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 23, 2025
Disability Insurance Builds Financial WellnessHere are three ways advice about income protection can make clients stronger.
December 22, 2025
Why More Seniors Are Returning to Work After RetirementA new survey identifies a clear uptick in the proportion of people who "unretire."