Helping clients plan for their health care costs in retirement Decisions your clients make now with Medicare could lead to a significant financial impact later in retirement Client outcomes July 28, 2021 health careincome planningMedicareretirement planning
Extraordinary Conversations: Health & Health Care During COVID-19 Leaders from Nationwide and National Council on Aging discuss how Americans are thinking about health and health care during the COVID-era Client outcomes December 3, 2020 COVID-19health careincome planningretirement planning
Gen Xers feel the impact of COVID-19 and rising health care costs New survey data shows that younger generations are looking to learn more on this topic and engage a financial professional for the first time. Client outcomes September 29, 2020 client relationshipsGen Xershealth careincome planning
Millennials feel the impacts of COVID-19 and health care costs While younger generations lack knowledge about planning for future health care costs, they do want to learn more. Client outcomes September 24, 2020 client relationshipshealth careincome planningMillennials
Medicare 101: Understanding Healthcare in Retirement Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics. Client outcomes October 13, 2021 health careMedicareretirement planningSocial Security
Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not Understanding what Medicare does and does not cover allows beneficiaries to effectively plan for healthcare costs Client outcomes May 19, 2020 health careLong-term careMedicareretirement planning
Long-term care misperceptions present planning and practice growth opportunities Our recent survey uncovered widespread long-term care misperceptions across all age groups. Beyond Investing November 16, 2021 client relationshipsLong-term care
The importance of long-term care planning for LGBTQ+ clients LGTBQ seniors often have additional concerns and may face additional challenges when planning for safe, high-quality LTC. Client outcomes November 9, 2021 client relationshipslgbtqLong-term careretirement planning
Connecting health and wealth for a better financial future Positive lifestyle choices have a financial benefit by helping to manage future health care costs. Client outcomes October 6, 2021 client relationshipshealth care
Helping Clients Understand Assisted Living vs. Nursing Home Care We compare the differences between these two types of facility care. Client outcomes September 21, 2021 assisted livingclient relationshipsLong-term carenursing home
