Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?
By Jeannie Underwood-KotnerAs clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 21, 2022
New Paid Family Leave Proposal Could Help Caregiver ClientsThe National Council of Insurance Legislators has adopted the Paid Family Leave Insurance Model Act. Will states follow?
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 19, 2022
6 Lessons for Clients With Loved Ones in the HospitalThe home is not the only place where caregivers provide care.
November 18, 2022
10 Rich Countries That Took Big COVID-19 Life Expectancy HitsThis is one list you don't want to find yourself at the top of.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.
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.