Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Want to Work With Pro Athletes? Try a 3-Bucket Strategy
By Jane Wollman RusoffJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 04, 2022
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI InsiderClients who go home for Thanksgiving see things.
November 03, 2022
Humana Says Medicare Enrollment Looks GoodCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 03, 2022
Genworth Executives Review Long-Term Care Rate Hike SettlementsTom McInerney says the arrangements may be good both for the policyholders and for Genworth.
November 03, 2022
Late Medicare Enrollees to Get Quicker Access to CoverageMedicare seekers affected by agent or broker errors will get special enrollment periods.
October 27, 2022
How Medicare Premiums Will Change in 2023A Medicare problem solver explains what the fuss about the premiums is all about.
October 27, 2022
3 State Insurance Ballot Measures to WatchOne could lead to some clients getting dental insurance premium refunds.
October 25, 2022
How 4 Generations Think Differently About RetirementBoomers, Gen X, millennials and Gen Z share many of the same dreams for retirement, but they're haunted by different fears.