Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Unum Finds Reinsurer for Block of Individual Long-Term Care Policies
By Allison BellThe deal could eventually help increase the supply of new long-term care planning products.
February 18, 2025
John Hancock CEO Tells Congress About Helping People Live LongerLawmakers overseeing Medicare and Medicaid are keenly interested in keeping claims down. Brooks Tingle has some ideas.
February 14, 2025
12 Best States for Single SeniorsMore older adults are in the dating pool than ever before in U.S. history.
February 03, 2025
12 Worst States for Retirement: 2025These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.
January 28, 2025
Two-Fifths of Americans in Relationships Have Kept Financial Secrets: SurveyYounger people are more likely to commit financial infidelity than older ones, Bankrate research finds.
January 27, 2025
12 Best States for Retirement: 2025WalletHub ranked the states on affordability, health care and quality of life.