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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

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    Podcast: AI’s impact on productivity and the economy

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  • A woman talking on the phone.

    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 relationships
    • market commentary
    • other
    • retirement planning
  • Healthcare professionals discuss paperwork.

    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 relationships
    • health & longevity planning
    • health care
    • inflation
  • a happy older couple

    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 relationships
    • health care
    • Long-term care
    • retirement planning
  • An elderly couple sharing a tablet device.

    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 costs
    • Long-term care
    • wealth transfer
  • A man and a young boy building structures with colorful Lego blocks.

    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
  • A happy couple having a meeting.

    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 care
    • retirement planning
    • Social Security
  • A child helping an elderly woman with watering the plant.

    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 care
    • Long-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 relationships
    • health care
    • Long-term care
    • retirement planning
  • A senior man cuddles his cat outside.

    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 living
    • client relationships
    • Long-term care
    • nursing home
  • Happy senior mother and adult daughter sit relax on couch in living room enjoy leisure time together, smiling middle-aged mom and grownup girl child talk chat rest on sofa on weekend at 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 relationships
    • Long-term care
    • retirement planning

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A woman reviews employee benefit paperwork.

    Help business-owner clients improve employee benefits in an uncertain environment

    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two people discusses the stock market.

    What to expect when the Fed pauses or cuts rates

    A man reads an economic report.

    Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November

    A woman types on her computer.

    Podcast: AI’s impact on productivity and the economy

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A woman types on a computer.

    Financial information online: The good, the bad, and the just wrong

    A senior couple plans for lifetime income.

    Planning for lifetime income with annuities

    A senior couple reviews their tax return.

    The benefits of charitable contributions: a guide for financial professionals

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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