Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
November 26, 2024
10 New Findings on What Americans Think About WealthAmericans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 26, 2024
Medicare Advantage Agents Should Tell Consumers About Medigap: CMSOfficials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.
November 26, 2024
Medicare Drug Plans May Soon Add Anti-Obesity CoverageAs officials put the change in draft rules for 2026, the incoming president's Medicare agency pick might support it.
November 26, 2024
16 Biggest Retirement and Financial Planning Tax BreaksSome are tied to housing, investments, insurance, special accounts and other financial arrangements used by clients.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 21, 2024
A Long-Term Care Planner's ConfessionAn LTCI veteran looks at why some clients still receive care outside their homes.
November 20, 2024
Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI BlockRGA's participation may be a sign that reinsurers are feeling better about long-term care insurance.
November 20, 2024
Company Raises $22M for All-Inclusive Long-Term Care PackageSeen Health serves older people with both Medicare and Medicaid coverage who qualify for nursing home benefits.
November 18, 2024
Optimizing Medicare DecisionsEnrolling in the right coverage is complicated. You can help.