Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
5 Reasons Affluent Clients Might Need Long-Term Care Insurance
By Margie BarriePaying for care with their own assets could have steep tax and estate planning consequences.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.
August 19, 2022
John Hancock to Pay $26.3M Over Canceled LTCI PoliciesThe life and health insurer reviewed its records and found 156 terminations affected by errors in New York.
August 17, 2022
Advisors, Retirement Health Costs and the Inflation Reduction ActThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 16, 2022
The Next Steps for Medicare Drug NegotiationsA policy specialist looks at the battles to come.
August 15, 2022
State Regulators Approve Pet Health Insurance ModelBetter policies would help clients plan for furry dependents' medical expenses.