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Search results for:
"thought leaders in longevity"
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Jerilyn Klein
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Prepare for ‘The Great Age Reboot’
Wharton’s Peter Linneman on how longevity is “the greatest disruptor ever” — and why it’s essential. (By Bradley Jenson)
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Jerilyn Klein
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What the Second Half of Life Should Be
“Modern elder” Chip Conley, a former Airbnb exec, teaches advisors later-in-life lessons. (By Bradley Jenson)
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Jerilyn Klein
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Longevity Advising Proves to Be a ‘Blue Ocean Strategy’
Inspiring clients to envision healthy, happy lives as future centenarians is good for advisors too, says this longevity thought leader. (By Brad Jenson)
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Latest news
Latest News
Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M
Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.
Latest News
U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%
Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.
Latest News
Business Groups Sue FTC to Stop Noncompete Ban
The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”
Lifestyle
When It Is Time for Clients to Stop Driving?
The driving habits of older people have been a source of humor for many years. Perhaps you have seen the greeting card with the...
Medicare/Social Security
Healthcare Estimates Can Send a Financial Plan Off the Tracks
To accurately and confidently plan for retirement, a client’s health needs, preferences, goals and location must be considered.