Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How Medicare Premiums Will Change in 2023
By Bethany CissellA Medicare problem solver explains what the fuss about the premiums is all about.
October 25, 2022
End Call If a Medicare User Refuses Recording: Officials to AgentsCMS says the plan issuer is responsible for getting agents and brokers to record the calls.
October 25, 2022
13 Scary Retirement Statistics to Read in the DarkBrave advisors must confront these frightening facts to ensure their clients are on a secure path to retirement.
October 25, 2022
Falling Medicare Costs and a Big Social Security COLA? Don't Get Too ExcitedThe author sees 2023 as an outlier, and an opportunity.
October 25, 2022
Marketplace or Medicare: Should You Go or Should You Stay?Insurance veterans look at the clients' decisionmaking process.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
Insurance Giant Sees Strong Medicare Plan Selling SeasonElevance hopes to appeal to your clients with home support benefits and prepaid grocery cards
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.