Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.
August 19, 2022
John Hancock to Pay $26.3M Over Canceled LTCI PoliciesThe life and health insurer reviewed its records and found 156 terminations affected by errors in New York.
August 17, 2022
Advisors, Retirement Health Costs and the Inflation Reduction ActThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 16, 2022
The Next Steps for Medicare Drug NegotiationsA policy specialist looks at the battles to come.
August 15, 2022
State Regulators Approve Pet Health Insurance ModelBetter policies would help clients plan for furry dependents' medical expenses.
August 15, 2022
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike InfoOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 09, 2022
Sales of Life Policies With LTC Benefits Soar: LIMRAMore than 558,000 consumers bought new life-LTC policies in 2021.
August 09, 2022
15 Best Cities for Retirees: 2022These cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.