When a Client's Medicare Advantage Plan Ends
By Tricia BlazierThe foundation for the response should be a review of the client's care.
October 12, 2026
What Makes a Good Life Settlement Prospect?Universal life policies tend to be more attractive than whole life policies.
October 04, 2026
Long-Term Care Planning Is About Asset ProtectionAdvisors can talk to clients about portfolio exposure from long-term care.
September 29, 2026
Why a Medicare Choice at 65 Matters at 75Advisors need to help clients understand how early decisions can affect later options.
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 09, 2026
The Term Life Cliff Nobody Put on the CalendarWhat people in their 50s really need may look different to people who are 55 than to people who are 35.
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