The Long-Term Care Planners' Club Meeting
By Margie BarrieAn LTCI insider went inside, in San Diego. Here's what she saw.
March 26, 2024
It's Late, You're Tired, and All You See Are No Vacancy SignsA long-term care planner warns of the spread of nursing home deserts.
March 22, 2024
3 Ways to Help Clients Minimize 2023 Tax Liability NowThe year has been over for months, but there are still ways to help.
March 22, 2024
Icebreakers: 17 Questions to Ask Cruise FansLots of people have cruised, and it's a good conversation starter.
March 21, 2024
Insurtech Is the Consumer's Annuity EdgeHow can you meet regulators' new product comparison expectations? A tech pioneer raises his hand…
March 18, 2024
5 Groups That Benefit From Donor-Advised FundsIncluding DAFs in conversations with clients is important to advisors, investors and the charities they support.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 10, 2024
How Your Clients Get Taxed on Sold Life InsuranceIf the seller gets a good price, some of the proceeds may be taxable.
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