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
Inflation in health care costs offer planning opportunities Financial professionals can provide valuable guidance now to help more people plan ahead for higher health care costs. Client outcomes October 26, 2022 client relationshipshealth & longevity planninghealth careinflation
Planning for health care costs at every stage of retirement planning Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way. Client outcomes April 15, 2022 client relationshipshealth careLong-term careretirement 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
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
Finding the Right Fit for your Client’s Long-term Care Planning There are more options than ever to help your client find LTC coverage that fits into their overall financial approach. Client outcomes December 29, 2022 client relationshipshealth careLong-term careretirement planning
Helping Clients Understand Assisted Living vs. Nursing Home Care While the majority of individuals will receive care at home in retirement – at least for a while – at some point a decision to move on to facility care may become necessary. One common concern is, what is the difference between assisted living vs. nursing home care? Beyond Investing December 20, 2022 assisted livingclient relationshipsLong-term carenursing home
Turning the tables to make sense of long-term care planning Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning. Client outcomes December 8, 2022 client relationshipsLong-term careretirement planning
