A heart for finance — with Lizbeth Menjivar
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Susan Rupe is editor in chief, magazine, for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at susan.rupe@innfeedback.com.
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.
Although no rule has been issued on the use of AI in Medicare enrollment, associations representing health agents are paying close attention to the possibility.
Health-related risks are among the most underplanned and financially disruptive factors in retirement — often outweighing market volatility, inflation or recessions.
The chairman of the House Ways and Means Committee told hospital system CEOs that hospital consolidation and mergers “are fueling the borderline extortionary prices hospitals charge patients.”
Health care affordability is a top priority for Washington lawmakers, but election-year politics, the Senate filibuster and a slim Republican majority cloud the outlook for passage of any major health care legislation this year.
One of the few opinions that Americans across the political spectrum agree on – prescription drug costs are too high. But what can be done to lower those costs? That’s where opinions differ.
In less than a year, four claims filed against major health insurers allege the companies used hidden tracking tools on their websites to record users’ most sensitive health queries in real time, then transmitted that data to third-party firms.
Nearly one-quarter of U.S. adults (23%) are members of the Sandwich Generation, and this generation may be the next wave of America’s retirement crisis.
AM Best’s outlook for the health insurance segment is negative, with several headwinds influencing that outlook.
Provisions in the One Big Beautiful Bill Act can give your small-business clients opportunities to save on their taxes and use the savings to improve their after-tax cash flow or do other types of business planning.
U.S. gross domestic product is expected to rebound from 2027 through 2029, with inflation expected to begin falling after 2026.
The Center for American Progress today revealed its proposal, “A Patient’s Bill of Rights to Lower Health Care Costs.”
Social Security literacy is no longer optional for advisors; they must know the ins and outs of the program that is the foundation for Americans’ retirement security.
The caregiver workforce crisis may be the biggest constraint on access to long-term care services.
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.
The November midterm elections will be Congress’ priority for the remainder of 2026, and observers believe that any legislation coming out of the Capitol will be seen through that electoral prism.
When it comes to their benefits, workers are concerned over the cost of premiums but they also want flexibility in accessing those benefits.
Getting prescription drugs to market faster is a major priority for the Food and Drug Administration, its commissioner said during the AHIP Medicare, Medicaid, Duals and Commercial Markets Forum in Washington.