Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
AI and Long-Term Care: Solving an Age-Old Challenge
By Lily VittayarukskulMaybe technology can make one of the most personal planning processes more human.
April 16, 2025
Trump Aims to Cut Medicare Prescription Coverage CostsA new executive order could change Part D benefit rules and a new Medicare drug price negotiation program.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
Lawmaker Stumps for Long-Term Care Program BillThe bill would provide lifetime LTC benefits after an elimination period of one to five years.
April 08, 2025
Q4 Claim Spike Increases 2026 Medicare Advantage SubsidiesPlans will get more federal financial support because older clients used more health care.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.