Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
6 Lessons for Clients With Loved Ones in the Hospital
By Margie BarrieThe home is not the only place where caregivers provide care.
November 16, 2022
8 Marketing Do's and Don'ts for Retirement AdvisorsA new Capital Group study teases out the phrases and images that resonate with prospects — and those that fall flat.
November 15, 2022
Why Women Need to Consider Long-Term Care CoverageLonger lives and a higher rate of disability make long-term care coverage a top concern for female clients.
November 14, 2022
Millennials Are Asking About Long-Term CareOnce, most LTC clients were boomers. Now, the author is helping clients born after 1980.
November 10, 2022
States May Get Tougher on Health Insurance MarketersAgent groups want the NAIC to focus on lead generators. Consumer reps have different ideas.
November 10, 2022
10 Money Mistakes Clients Make: Advisors' AdviceBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.