Saturday, October 23, 2021

Insurance

Medicare Changes Ahead May Cost Your Clients

It’s the time of year to have a Medicare check-up with them, says this expert. (By Dr. Katy Votava)

Everything You Need to Know About LTC Coverage

Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Americans 65+ Get Slammed Financially During COVID-19

Americans 65+ have been facing greater economic hardship and health care disruption than people their age in 10 other wealthy nations.

Three Critical Conversations to Have with Near Retirees

Talking about these subjects can be challenging, even if they’ve been planning. (By Beau Henderson)

A Must-Have Power Tool for Retirement

Triple tax-free HSAs must be funded prior to enrolling in Medicare, but their benefits can last a lifetime.

Investment, Insurance Advice Not Enough, Say AdviceTech panelists

Consumers want holistic advice that helps them solve major life issues.

The Best and Worst States for Long-Term Care

A new long-term care study compared all 50 states and Washington, D.C., across 27 cost, access and quality measures.

Variable Annuities May Not Offer ‘Guaranteed Income’

Some contracts can result in clients getting reduced payouts if their account balance falls to zero, says this financial advisor.

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.

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.