Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Continental General Agrees to Acquire Elevance LTCI Policies
By Allison BellSecurian, AARP and PACE plan supporters also have long-term care insurance news.
March 28, 2023
Clients Face a Caregiving Crisis: LTCI InsiderAn ILTCI Conference speaker had ideas about how to improve the caregiver shortage.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
March 27, 2023
Here's the Price Advisors Will Pay if They Don't Treat These Clients BetterMy prediction of what's next for the financial advisory business doesn't have to happen. Here's the key change that can make a difference.
March 27, 2023
H.R. 485 Could Change How Medicare Advantage Plans Allocate Some CareSupporters want to block the program from considering the quality of any years of life gained.
March 25, 2023
Older Workers and Periodic Coverage Reviews: A Medicare Customer QuestionWorkers over 65 should think regularly about their plan options.
March 24, 2023
A Global View of Retirement Shows How U.S. Savers Stack UpA new global survey shows readiness remains lower in the U.S. than in many other developed countries.
March 23, 2023
CalPERS Agrees to $820M Long-Term Care Insurance Rate Suit SettlementPolicyholders have been fighting CalPERS in court since 2013.