Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
A Medicare Plan Distributor Reacts to the State of the Union Address
By Jerry CohenFor the author, it's all about the baby boomers.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 28, 2024
12 States With the Highest Property TaxesTypical households in these states pay far more in real estate taxes than the national average of $2,869.
February 27, 2024
How to Plan for the Obesity Drug RevolutionLife insurers and their reinsurers are starting to think about what Wegovy, Saxenda and successors could do for your clients.
February 22, 2024
Genworth Hopes to Stabilize Long-Term Care Business by 2026Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year.
February 15, 2024
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan RatesThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 15, 2024
11 New Survey Findings on Money, Regrets and Life in RetirementMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.