Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Money Mistakes Clients Make: Advisors' Advice
By John ManganaroBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
Fear, Confusion Hold Back Long-Term Care Planning: OneAmericaAbout 28% of older American polled in a recent survey have not spoken with anyone about long-term care planning.
November 04, 2022
Tips for Starting the Long-Term Care Discussion With ClientsAdvisors can celebrate Long-Term Care Awareness Month by spreading awareness.
November 04, 2022
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI InsiderClients who go home for Thanksgiving see things.
November 03, 2022
Humana Says Medicare Enrollment Looks GoodCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 03, 2022
Genworth Executives Review Long-Term Care Rate Hike SettlementsTom McInerney says the arrangements may be good both for the policyholders and for Genworth.
November 03, 2022
Late Medicare Enrollees to Get Quicker Access to CoverageMedicare seekers affected by agent or broker errors will get special enrollment periods.