MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Advisor
March 2012
Karen DeMasters
Long-Term Scares As premiums for long-term care insurance go up and more large providers pull out of the market all together, the landscape for long-term care insurance is changing dramatically. mark for My Articles similar articles
Financial Planning
December 1, 2007
David E. Adler
High Net Worth: The Long Goodbye Are your financial advisory clients too rich to need long-term-care insurance? mark for My Articles similar articles
Financial Planning
September 1, 2006
Roy C. Goldberg
A New Take on Long-Term Care Advisors too often try to sell LTC insurance by scaring their clients to get their attention. Instead, we could better present the insurance as a risk management tool, a part of their overall financial plan to secure their retirement income and protect their estate planning distribution plans. mark for My Articles similar articles
Financial Planning
April 1, 2007
Marshall Eckblad
LTCI Gets a Second Wind Long-term care insurance is regaining credibility, thanks to financial planners. mark for My Articles similar articles
Financial Advisor
May 2007
Tracey Longo
Unfulfilled Promises? With LTC insurance sales down in 2006, here's what some financial planners are doing to pick up the pace. mark for My Articles similar articles
Financial Planning
November 1, 2008
Tom Riekse Jr.
Care for the Caregivers Caregivers -- a high percentage of whom are women -- begin thinking about the impact that health problems could have on their family. Financial planners should know how to address their concerns. mark for My Articles similar articles
Entrepreneur
May 2005
Scott Bernard Nelson
Safety Net? Insurance companies are offering plans that move beyond traditional long-term care. But do they really protect the entrepreneur's assets? mark for My Articles similar articles
Investment Advisor
August 2006
Marlene Y. Satter
Insurance Update: Insurance Multitasking Long-term care insurance is frequently a hard sell, until people are older and often ineligible for coverage. Planners thus may be interested in a multifaceted strategy that answers several needs at once. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles
Financial Advisor
November 2004
Alan Lavine
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. mark for My Articles similar articles
Financial Planning
September 1, 2011
Joseph A. Tomlinson
Is Long-Term Care Insurance Worth It? It requires a big investment of time for advisors to learn enough about long-term-care insurance to be helpful to clients. mark for My Articles similar articles
Investment Advisor
May 2009
Lewis Schiff
The Affluentialist: Why The Affluent Need LTC Insurance The high cost of health care was the second chief concern of wealthy Americans in a recent Northern Trust survey. mark for My Articles similar articles
Registered Rep.
March 11, 2011
Mark Miller
Navigating the Long-Term Care Minefield Long-term care insurance is a tough market to navigate -- for clients and planners alike. mark for My Articles similar articles
Financial Planning
April 1, 2010
Stacy Schultz
Long-term care is taking off... REALLY? The Great Recession has brought much change-and given a hefty push-to the long-term-care industry. But these policies still have a long way to go before they are a staple in Americans' retirement portfolios. mark for My Articles similar articles
The Motley Fool
May 31, 2006
Dan Caplinger
Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again. mark for My Articles similar articles
On Wall Street
September 1, 2013
Mason Braswell
Pitfalls of Long-Term Care Insurance Products Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Kevin McKinley
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner. mark for My Articles similar articles
Registered Rep.
April 13, 2012
Mark Miller
A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care. mark for My Articles similar articles
Registered Rep.
July 18, 2011
Alan Lavine
Considering Life Insurance for Single Clients More than half -- 54 percent of single men and 58 percent of single women -- lack life insurance coverage. mark for My Articles similar articles
Financial Advisor
February 2004
Dorothy Hinchcliff
To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance. mark for My Articles similar articles
Financial Advisor
February 2011
Ben Mattlin
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
5 Questions: Christine Khemis An interview with this long-term care insurance expert about her growing industry. mark for My Articles similar articles
Investment Advisor
September 2008
Marlene Y. Satter
Half Empty, Half Full? It's a mixed bag of news for the long-term care insurance industry. mark for My Articles similar articles
The Motley Fool
February 4, 2011
Selena Maranjian
Grab a Piece of This $11 Million Despite its industry's current turbulence, there's a good chance you'll need long-term care insurance. mark for My Articles similar articles
Financial Planning
April 1, 2005
Mitchell Rose
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. mark for My Articles similar articles
Registered Rep.
November 2, 2015
David H. Lenok
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? mark for My Articles similar articles
Financial Planning
April 1, 2008
Marion Asnes
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs. mark for My Articles similar articles
Financial Planning
February 1, 2005
DeFrancesco & Flory
The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home. mark for My Articles similar articles
The Motley Fool
January 25, 2011
Dan Caplinger
You'll Pay More for This Must-Have Protection Long-term care insurance is becoming harder to afford. mark for My Articles similar articles
Registered Rep.
January 18, 2011
Alan Lavine
Insurers Raising Premiums, Changing Terms on Long-term Care Policies If you're selling long-term care insurance to clients, it's best to stay away from carriers with a history of raising premiums or discontinuing other types of insurance coverage. mark for My Articles similar articles
Registered Rep.
October 23, 2012
Mark Miller
Playing Health Insurance Roulette Most seniors will need long-term care at some point. Here's how to plan for that. mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
Financial Advisor
October 2011
Ben Mattlin
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. mark for My Articles similar articles
Inc.
December 1, 2000
Jill Andresky Fraser
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do? mark for My Articles similar articles
Financial Planning
December 1, 2009
Donald Jay Korn
Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year. mark for My Articles similar articles
BusinessWeek
July 12, 2004
Howard Gleckman
Providing For Your Own Care Long-term care insurance is getting even more pricey, so shop carefully. mark for My Articles similar articles
Financial Advisor
May 2004
Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says. mark for My Articles similar articles
Entrepreneur
August 2006
Jacquelyn Lynn
A Step Ahead Consider offering employees long-term care insurance. mark for My Articles similar articles
Financial Advisor
August 2004
Flawed Methodology In Value Article Readers respond to articles on value vs. growth and long-term care insurance. mark for My Articles similar articles
Financial Planning
April 1, 2008
Schroeder et al.
Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans. mark for My Articles similar articles
Financial Advisor
May 2006
Karen DeMasters
Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important. mark for My Articles similar articles
Financial Planning
March 1, 2005
Janet Aschkenasy
The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Gresham & Gresham
An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises. mark for My Articles similar articles
Financial Planning
January 1, 2012
Donald Jay Korn
One and Only Planners have been hearing about and preparing for the baby boom ever since the first 1946er became a client. Yet their single-minded focus on boomers may mean they've missed another demographic trend: the singles surge. mark for My Articles similar articles
The Motley Fool
December 21, 2005
Do You Need Long-Term Care Insurance? Don't put off at least thinking about it. Here are some quick guidelines to help determine your long-term care insurance needs. mark for My Articles similar articles
Real Estate Portfolio
Mar/Apr 2006
R. Scot Sellers
A Force To Be Reckoned With An ever-increasing number of investors are realizing what those of us in the business have known for a long time -- real estate is a fantastic vehicle through which to create long-term wealth. mark for My Articles similar articles
Financial Planning
September 1, 2007
Somnath Basu
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. mark for My Articles similar articles
Investment Advisor
August 2008
Kara P. Stapleton
Boomers Need LTCI ASAP A recent study of boomers and advisors reveals that most boomers are ignoring the potentially devastating expenses associated with long-term care. mark for My Articles similar articles
The Motley Fool
August 3, 2007
Dan Caplinger
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? mark for My Articles similar articles
The Motley Fool
December 4, 2006
Emil Lee
Insurance Industry Basics: Premiums What are they, and how do they work? Like great value investors, great insurance companies do business only when risk-adjusted returns are favorable. mark for My Articles similar articles