The long-term care market continues to change, and several factors make it even more complex.
A lifetime of relief and security is well worth a few uncomfortable conversations.
My wife, Lisa, and I recently went shopping at our local Whole Foods Market, only to find a shopping cart on technological steroids there to greet us, along with a store employee ready to prep us for our “first flight” with this new smart cart.
t’s becoming harder to become — or stay — financially literate.
Research finds a gap between what clients feel about annuities and what financial professionals believe they feel about them.
Even the father of the 4% retirement rule, William Bengen, admits that it’s time to rethink that rule.
How serving today’s older clients is different from serving their parents.
What’s behind the increasing standards of care in the sale of life insurance.
Joyce Yoo focuses on helping clients realize their dreams and credits a study group of top professionals with helping her find success.
Tom Hegna has spent his decadeslong career helping advisors and their clients create successful retirement plans, teaching them how to have income they’ll never outlive, how to reduce retirement risks, and successfully pass on wealth. His passion for these topics is obvious — and contagious.
Four suggestions to help extend income for the length of the post-employment years.
Brokers can help employers provide the types of benefits that improve workers’ mental and financial well-being.
Confidence in life insurers and agents remains high.
PPLI is a tool for wealthy families to achieve tax-free investment growth and protection.
Structured outcome products offer a measure of tangible equity risk management in the face of a market meltdown.
Authenticity and knowing your audience are key to successfully using social media to drive your practice.
Advisors often misunderstand women’s approach to making financial decisions.
In our effort to keep our readers informed about all the big issues of the day, we’re adding a new section called IN the Know to starting this month.
Although increased market volatility has spiked a rise in registered index-linked annuity sales, RILAs are complex products that are still relatively new.