Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Healthiest Big Cities in America: 2024
By Michael S. FischerSmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
February 27, 2024
How to Plan for the Obesity Drug RevolutionLife insurers and their reinsurers are starting to think about what Wegovy, Saxenda and successors could do for your clients.
February 22, 2024
Genworth Hopes to Stabilize Long-Term Care Business by 2026Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year.
February 15, 2024
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan RatesThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 15, 2024
11 New Survey Findings on Money, Regrets and Life in RetirementMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.
February 13, 2024
Social Isolation Is a Dangerous IllnessAdvisors can make older clients and those acting as caregivers aware of the need to address this problem.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.