How to help clients maximize Medicare and Social Security benefits Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs Client outcomes September 14, 2023 health careretirement planningSocial Security
Navigating Finances After Loss: A Comprehensive Guide for Widows Help your widowed clients financially navigate the loss of their spouse. Client outcomes March 15, 2024 retirement planningwomen in retirement
Understanding the SHEconomy: What Financial Professionals Need to Know Historically sidelined in financial narratives, women are reshaping the financial landscape. Client outcomes March 1, 2024 client relationshipswomen in retirement
A less taxing way to cover an IRS tax liability A securities-backed line of credit can help clients who need fast access to cash. Client outcomes February 16, 2024 client relationshipshabitsinvestment strategiespractice management
Retirement advice from 65-year-olds can help your clients’ financial futures In 2024, more American workers will turn 65 than at any point in history. Client outcomes January 22, 2024 client relationshipsretirement incomeretirement planningSocial Security
Are your clients risking it all on long-term care? As a financial professional, your mission transcends helping clients build wealth. It also includes safeguarding their hard-earned assets from potential risks, like the cost of long-term care. Client outcomes January 19, 2024 client relationshipsLong-term care
Extraordinary Conversation: Addressing the long-term care challenge Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life to dig into some of the survey findings and discuss implications for financial professionals. Client outcomes October 31, 2023 Long-term care
Help clients plan for health care costs in retirement With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle. Client outcomes October 23, 2023 client relationshipsmarket commentaryotherretirement planning
Why retirees still need to plan for healthcare costs Helping your clients plan ahead for healthcare costs remains a crucial part of the retirement planning process. Client outcomes October 17, 2023 health care costsLong-term carewealth transfer
AI’s impact on longevity risk: Can clients afford it? AI is poised to help us live longer, healthier lives. Can clients afford it? Client outcomes July 28, 2023 client relationshipsinvesting strategiesretirement incomeretirement planning