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 to Plan When One Spouse Retires While the Other Keeps Working
By Jane Wollman RusoffThis arrangement helps couples stretch retirement assets, but be mindful of "the psychological component," Douglas Boneparth says.
July 29, 2022
Globe Life Releases COVID-19 Death AssumptionsThe company estimates that the death toll will fall to 60,000 in the second half, from 185,000 in the first half.
July 28, 2022
Schumer-Manchin Deal May Raise Some Life Insurers' TaxesHere are H.R. 5376 highlights for life, health and annuity advisors.
July 26, 2022
Travel: A Medicare Customer Q&AWhat happens if an older client goes on vacation and gets sick?
July 26, 2022
Texas Agent to Lead National Health Advisor GroupKelly Fristoe still sells ordinary major medical coverage as well as Medicare plans and employee benefits.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Strong Plan N Sales Could Signal Dramatic Shift in Medigap MarketIf current sales trends continue, the share of Medigap users with lean Plan N coverage could soon triple.
July 25, 2022
Gallup Sees Fewer Americans Retiring Before 65Relatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.