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
Take the opportunity to talk with clients about long-term care Our latest LTC survey shows clients are looking to financial professionals to start an LTC planning conversation. Client outcomes May 21, 2024 health & longevity planning
One thing to tell your clients about long-term care coverage Need to help a client make a decision about LTC insurance? Start with this one key concept. Client outcomes February 13, 2024 Long-term care
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
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
Clarity is needed to help clients plan for the benefits of life insurance and long-term care Help clear up client’s confusion and start them on a path toward a plan for long-term care and a more secure financial future. Client outcomes July 28, 2023 health careLong-term care
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
Q2 earnings: Continued strength supports the stock market bulls A solid showing for corporate earnings last quarter shows that the fundamental backdrop remains supportive for stocks. Capital Market Impact August 28, 2024 earningsinvesting strategiesmarket commentarystock market