Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The Rules for Medigap Before Age 65, in 12 States
By Allison BellThe rules for clients who become eligible for traditional Medicare before age 65 can be complicated.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 06, 2024
Curb Medicare Advantage Funding, Sen. Warren Asks CMSFollowing the preliminary bidding process, the agency plans to post the 2025 rate announcement by March 31.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
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.