Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Gallup Sees Fewer Americans Retiring Before 65
By Allison BellRelatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.
July 18, 2022
UnitedHealth Announces Strong Q2 Earnings as New COVID-19 Wave HitsUnitedHealth reported $5.2 billion in net income for the quarter on $80 billion in revenue, both increases over Q2 in 2021.
July 12, 2022
Clients' Universal Life Policies Might Contain a Retirement Planning BoostMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 11, 2022
Life Application Activity Loses COVID-Era LusterActivity levels for consumers ages 71 and older remain strong.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 05, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingAmong states, figures range from a decrease of about 67% to an increase of 97%.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.