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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. |
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. |
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. |
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 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. |
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. |
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. |
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. |
Financial Advisor January 2011 Ben Mattlin |
Long-Term Headache What the recent convulsions in the long-term care insurance business mean to you. |
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 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. |
Investment Advisor May 2010 Marlene Y. Satter |
Easy Rider Redux Advisors might find a tough subject easier to broach with clients. |
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. |
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. |
Financial Advisor October 2005 David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. |
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 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. |
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? |
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. |
BusinessWeek July 12, 2004 Howard Gleckman |
Providing For Your Own Care Long-term care insurance is getting even more pricey, so shop carefully. |
Financial Advisor June 2004 Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |
Investment Advisor July 2007 Melanie Waddell |
Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks. |
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. |
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 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. |
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 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. |
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? |
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 January 2012 Ben Mattlin |
Health-Care Contingencies These days, retirement planning isn't complete without a healthy dose of health-care planning. |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
Registered Rep. April 1, 2006 Gresham & Gresham |
The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources. |
Financial Advisor February 2011 Ben Mattlin |
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. |
Registered Rep. October 21, 2014 Alan Lavine |
Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs. |
Investment Advisor October 2006 Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Financial Advisor May 3, 2010 |
Frontline News News: CFP Board Posts Anonymous Case Histories... Rx Needed For Long-Term Health Care Companies... Plan Ahead To Cushion Medicare Surtax... Estate Planning? More Americans Say 'No Thanks'... Investors Seek More Advice... more... |
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? |
CFO May 1, 2007 Marie Leone |
Long-term Thinking While sorting through LTC insurance options is not easy, the unpredictability of one's future needs makes this coverage worth investigating. |
Financial Advisor October 2012 Michael J. McDermott |
Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed. |
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 October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
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 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? |
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. 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. |
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. |
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. |