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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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2011
Ingrid Case
Crisis Brewing Many long-term care policy owners received uninsulated surprises recently -- substantial rate increases from carriers including MetLife, John Hancock and TransAmerica. What alternatives can planners suggest to clients? mark for My Articles similar articles
Registered Rep.
October 1, 2005
Janet Arrowood
The Advisor's Safety Net: LTC Insurance While boomer-aged clients are in the process of shifting from asset-accumulation to asset-withdrawal mode, advisors need to discuss long-term care insurance. mark for My Articles similar articles
Financial Planning
April 1, 2006
Ed McCarthy
Critical Coverage Even the best-tended assets are at risk when clients suffer from extended illness or injury. Here's how financial planners are protecting them. mark for My Articles similar articles
Financial Planning
November 1, 2005
Donald Jay Korn
Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition. mark for My Articles similar articles
Investment Advisor
September 2009
Marlene Y. Satter
Insurance Update: An Asset to Planning According to the American Association for Long-Term Care Insurance, asset-based LTC insurance is on the rise. mark for My Articles similar articles
Financial Advisor
July 2008
Allen Hamm
A Better Option The long-term care insurance industry is up to a new trick: Marketing LTC insurance through groups. mark for My Articles similar articles
Investment Advisor
September 2005
Melanie Waddell
The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with 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
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 Planning
February 1, 2010
Donald Jay Korn
Combo Care After more than three years of waiting, new tax laws may increase the popularity of life insurance and annuities with long-term-care riders. mark for My Articles similar articles
Financial Advisor
January 2011
Ben Mattlin
Long-Term Headache What the recent convulsions in the long-term care insurance business mean to you. 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
Investment Advisor
September 2010
Marlene Y. Satter
Insurance Update: Is It Really a CLASS Act? How the new government long-term care insurance program may affect your clients. 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
BusinessWeek
May 2, 2005
Carol Marie Cropper
A Combo Policy For Long-Term Care Life insurance with an accelerated benefits rider can be used to cover the cost of nursing homes if the policyholder needs it for long term care. mark for My Articles similar articles
Financial Planning
August 1, 2009
Mary Quist-Newins
Double Jeopardy One of the main decisions your client must make is whether to buy LTC insurance. Women are in double jeopardy here because they are often both caregivers and receivers. This double jeopardy presents significant financial dangers. 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
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. mark for My Articles similar articles
Registered Rep.
November 2, 2015
John Kador
The REP. Index: Long-Term Care Insurance Here are some recent facts about trends in LTC insurance. mark for My Articles similar articles
Financial Advisor
October 2008
Dyess & Evensky
Dueling Models If you are a financial advisor and want to help your client plan for long-term care risks, it's important that you understand the very specific LTC product designs. 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
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
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
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
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
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? mark for My Articles similar articles
Investment Advisor
July 2010
Marlene Y. Satter
Insurance Update: A Wider Embrace of LTC Same-sex benefits are now offered to federal employees. 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 Planning
May 1, 2005
Janet Aschkenasy
Longevity Insurance Who needs immediate annuities? Maybe some of your clients. Since annuities can provide most of a retiree's income, retirees are not forced to sell portions of a diversified portfolio for income under adverse market conditions. 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
Inc.
September 2003
Alison Stein Wellner
A Small Price to Pay Long-term care coverage makes growing old a little bit easier. 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
Investment Advisor
March 2009
Marlene Y. Satter
Insurance Update: Around for the Long Term? Bad news is making headlines everywhere; long-term care insurance is no exception. 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
The Motley Fool
April 27, 2007
Buz Livingston
Hillary, Obama, and Long-Term Care Perhaps instead of grandstanding with the GAO, Senators Obama and Clinton would better serve the country if they urged federal guidelines for LTC policies. mark for My Articles similar articles
Financial Planning
September 1, 2008
Donald Jay Korn
Pleading Poverty Few things can play havoc with a thoughtful financial plan as surely as a long stay in a nursing home. Therefore, "Medicaid planning" has become a prime concern for many seniors and their younger relatives. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help. mark for My Articles similar articles
Registered Rep.
March 1, 2006
Janet Arrowood
The Medicare and Medicaid Minefield As the population ages and life expectancy rises, so does the likelihood that more people will be needing long-term care and your financial advisory clients should know the hard facts about paying for it, because the costs can be staggering. mark for My Articles similar articles
Registered Rep.
May 20, 2014
Alan Lavine
Should You Buy a Critical Care Rider? More than 10 insurers, including American General, Prudential and Nationwide Guardian, have added chronic illness riders to their life insurance policies, according to published reports. mark for My Articles similar articles
Financial Planning
November 1, 2005
Russell Wild
Worst-Case Scenario If we ask ourselves (and we need to ask ourselves) what financial planners can do to protect the assets of a client from serious illness or injury, the first two items on the list are clear: Adequate health insurance and a good disability policy. mark for My Articles similar articles
Financial Planning
January 5, 2008
Stacy Schultz
5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc. mark for My Articles similar articles
Financial Planning
May 1, 2008
Letters to the Editor The solution to health care... Healthcare without Medicare... Long-term care redefined... mark for My Articles similar articles
Financial Planning
May 31, 2006
Mailbox Letters to the editor: Conditional Love?... HSAs and Long-Term Care... The Perfect Elevator Speech... mark for My Articles similar articles
Registered Rep.
October 17, 2011
Alan Lavine
Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago. mark for My Articles similar articles
The Motley Fool
May 25, 2004
Consider Long-Term Care Insurance Do you need long-term care insurance? You very possibly do. Here are some scary statistics to help you take this issue seriously. mark for My Articles similar articles
Investment Advisor
June 2009
Marlene Y. Satter
Saving Grace You made sure your clients had all the right protection; then insurance became a minefield. What now? mark for My Articles similar articles
Financial Advisor
February 2011
Frontline News Financial Planning news: Beyond The 'Big Two' college financial planning programs... The Great American Inheritance Downsized... American Funds Deemed Best Fund Family... Deductions For Small Businesses... more... mark for My Articles similar articles