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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.   |
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. |
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. |
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. |
Financial Planning
April 1, 2007
Marshall Eckblad |
LTCI Gets a Second Wind Long-term care insurance is regaining credibility, thanks to financial planners. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor
September 2007
Marlene Y. Satter |
In the Meantime Despite the recent bad press, you still have to recommend long-term care insurance to your clients. What do you do? |
Financial Advisor
January 2012
Ben Mattlin |
Health-Care Contingencies These days, retirement planning isn't complete without a healthy dose of health-care planning. |
Financial Advisor
October 2007
Tracey Longo |
Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement. |
The Motley Fool
December 8, 2010
Selena Maranjian |
You May Really Need This Expensive Insurance Don't let the need for long-term care for yourself or a loved one derail your retirement. |
Registered Rep.
November 20, 2012
Alan Lavine |
Lock into Long-Term Care with Hybrid Policies Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here's how to make sure they are right for your clients. |
BusinessWeek
July 12, 2004
Howard Gleckman |
Providing For Your Own Care Long-term care insurance is getting even more pricey, so shop carefully. |
Investment Advisor
July 2007
Rosanne Grande |
"A Piece of Paper or a Place to Live?" Here are some key issues that must be addressed before advising financial planning clients to purchase a long-term-care insurance policy. |
Financial Planning
April 1, 2008
David E. Adler |
Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves. |
Registered Rep.
May 1, 2004
Tracy Byrnes |
Planning for the Decline Many financial planners are making long-term-care insurance (LTCI) an integral part of their estate-planning discussions. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Registered Rep.
September 20, 2012
Kevin McKinley |
Health Care Costs Are Making Clients Sick They say an ounce of prevention is worth a pound of cure. Yet when it comes to addressing client concerns about current and future health care costs, most financial advisors don't even offer even so much as a periodic check-up. |
Investment Advisor
September 2008
Melanie Waddell |
LTC Payouts: $3.5 Billion in '07 Approximately 180,000 Americans with long-term care insurance policies were paid benefits in 2007, according to a new study. |
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. |
Registered Rep.
May 1, 2004
John Churchill |
Helping Advisors Cope with Aging, (Their Clients) Reps now have another designation to pin to their names. The American College of Bryn Mawr, PA has unveiled its newest specializaion: Chartered Advisor for Senior Living (CASL). |
Financial Advisor
January 2009
Allen Hamm |
Read Carefully Big improvements have come to long-term care insurance, but financial advisors need to be aware that some policies still contain unacceptable restrictions for accessing benefits. |
Financial Advisor
October 2011
Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Financial Advisor
February 2011
Ben Mattlin |
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. |
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. |
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. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
BusinessWeek
July 2, 2009
Peter Coy |
Can You Afford to Retire? After watching their savings evaporate and their net worth plunge, many are giving up on retirement planning. But there are ways out of this mess without winning the lottery. |
Financial Planning
February 1, 2007
Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
Investment Advisor
June 2009
Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. |
Financial Planning
September 1, 2008
Joseph A. Tomlinson |
Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets? |
Registered Rep.
May 1, 2005
Gresham & Gresham |
Winning the Aging Game A person's physical condition can change in a moment, and with those changes come significant financial questions that advisors are going to face with more frequency as baby boomers age. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Planning
August 1, 2007
Li et al. |
Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well. |
Financial Planning
April 1, 2008
Marion Asnes |
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs. |
Registered Rep.
June 1, 2005
Gresham & Gresham |
Preparing for the End The family dispute and subsequent legal battle in the Schiavo case was ignited by the lack of written advance directives. Clearly, here is a place astute financial advisors can help protect their clients from unnecessary emotional and financial pain. |
Registered Rep.
August 1, 2005
Janet Arrowood |
The Great Insurance Race Given all the benefits that insurance can deliver to both registered reps and clients, an increasing number of reps are deciding it's worth the effort. |
Financial Advisor
June 3, 2010 |
Frontline News Advisor news: Threshold Rising... Staying Healthy May Cost You In Retirement... SEC Looks To Update ADV Part II... IRS Sets Sights On The Very Wealthy... more... |
Financial Advisor
August 2012
Joel P. Bruckenstein |
Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement. |
Registered Rep.
November 2, 2015
John Kador |
The REP. Index: Long-Term Care Insurance Here are some recent facts about trends in LTC insurance. |
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. |
Financial Advisor
October 2007 |
Advisor Emporium LTC Web Site Serves Advisors... AMEX Lists Five Ameristock ETFs... A CRM Answer For Oversight... Aston Opens Three New Funds... etc. |
Financial Planning
March 1, 2011
John J. Bowen, Jr. |
Rediscovering Your Clients Think you know your clients inside and out? Chances are, you don't, and the gap between what you think your clients care about and what is actually on their minds could be costing you plenty. |
Financial Advisor
July 2012
Eleanor Blayney |
Money Talks, So Do Women Female clients have a lot to say about what they want from advisors. |
