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 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
How to Help Clients Avoid Costly Medicare MistakesOut-of-pocket costs can vary between Medicare plans by thousands of dollars a year, Philip Moeller tells ThinkAdvisor.
November 22, 2022
Medicare Marketing Rules Look Wimpy: Ari ParkerChapter's advisor trainer sees calmer ads but little increase in consumer support.
November 21, 2022
New Paid Family Leave Proposal Could Help Caregiver ClientsThe National Council of Insurance Legislators has adopted the Paid Family Leave Insurance Model Act. Will states follow?
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 19, 2022
6 Lessons for Clients With Loved Ones in the HospitalThe home is not the only place where caregivers provide care.
November 18, 2022
10 Rich Countries That Took Big COVID-19 Life Expectancy HitsThis is one list you don't want to find yourself at the top of.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.
November 16, 2022
8 Marketing Do's and Don'ts for Retirement AdvisorsA new Capital Group study teases out the phrases and images that resonate with prospects — and those that fall flat.