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 Most Livable Small and Midsize U.S. Cities: 2025
By Michael S. FischerLivability.com analyzed 100 data points on factors like costs, amenities and safety.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
Lawmaker Stumps for Long-Term Care Program BillThe bill would provide lifetime LTC benefits after an elimination period of one to five years.
April 08, 2025
Q4 Claim Spike Increases 2026 Medicare Advantage SubsidiesPlans will get more federal financial support because older clients used more health care.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.
March 27, 2025
Debate: Do Consumers Benefit From Proposed ACA Changes?Enrollees would be required to provide additional information to prove that they are eligible for special enrollment periods.