Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Florida Man Sold Medicare Enrollee ID Numbers for 12 Cents Each
By Allison BellThe data broker was sentenced to 41 months in prison. The BIN suppliers may still be in business.
April 07, 2023
Top 15 Cities Where Gen Z Is Moving: 2023Adults under 25 are moving to the areas older Americans are leaving, new research shows.
April 07, 2023
10 State-Level Long-Term Care Bills to Track NowOne in play in the highest-population state could create a government-run long-term care insurance program.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
12 States With the Highest Taxes in America: 2023Researchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.
April 03, 2023
Continental General Agrees to Acquire Elevance LTCI PoliciesSecurian, AARP and PACE plan supporters also have long-term care insurance news.
March 31, 2023
Medicare Posts $85B Operating GainLong-term solvency may be in question, but 2022 revenue was up 18%.
March 29, 2023
3 Ways Advisors Can Help Clients Plan for Extended CareThese are the key considerations to keep in mind when discussing caregiving and the complex planning it entails.