Wednesday, July 28, 2021

Insurance

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Retirement High-Rise Safety in Focus After Surfside

The Surfside condo tragedy in Florida signals the need to guide clients in getting vital safety information.

Vast Majority Don’t Know How To Generate Retirement Income

Only 10% plan to wait until age 70 to collect Social Security, says new Schroders survey.

Clients May Need Five Years of LTC Care, Says Federal Study

It projects that’s the average time people needing help will get care — and it won’t come cheap.

‘Double Bind’ Makes LTC Insurance Extra Challenging for Women

They typically live longer and earn less, so making informed decisions about long-term-care insurance is critical.

Annuity Sales Up During Pandemic

Two categories were big winners.

The Five Best and Worst States for Health Care at 65+

A new analysis shows states with harsher winters tend to offer better quality health care for older adults. (By Michael LaPick)

Help Clients Retire Early With the Affordable Care Act

Tax credits from the ACA can help bridge the coverage gap before enrolling in Medicare. (By Scott Stratton)

Coastal Flooding Is Putting Retirement Savings at Risk

The value of homes in some coastal areas have dropped. Owners of homes in high-end coastal areas face rising insurance premiums.

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.