Health Insurance
As Medicare Premiums Whipsaw, Focus on the Big Picture
By Ron MastrogiovanniClients face some health care expenses that get plenty of attention, along with some that don't.
August 25, 2023
What Are the 'Worst' Annuities?Here's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.
August 14, 2023
How Advisors Can Manage 6 Big AI Compliance ChallengesTo use AI compliantly, here's what advisors need to keep in mind.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
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