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Financial Advisor April 2006 Karen DeMasters	Mission Critical Here's how financial advisors can help small businesses find affordable health insurance plans.
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. July 1, 2006 Christopher O'Leary	Healthy Returns Not a lot financial advisors have learned how to help their small business clients survive the health-insurance crunch, which is a mistake. Health care expenses take up a huge part of someone's cash flow. It could be a real niche for planners.
Financial Advisor February 2011 Ben Mattlin	Medical Bills Health-care costs are rising faster than inflation, but sound planning can help.
Financial Planning April 1, 2008 Donald Jay Korn	Healthcare Without Medicare For many under-65 retirees, the most important question for them to think about is "How's your health?"
Financial Planning April 1, 2007 Elizabeth O'Brien	Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions.
Financial Planning September 1, 2005 Russell Wild	Desperately Seeking Coverage When your client needs individual health insurance, finding an affordable policy requires some digging.
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.
BusinessWeek November 8, 2004 Gleckman & Woellert	Your New Health Plan Health savings accounts, like 401(k)s, will give employees more choices -- but also a greater share of the costs
Registered Rep. January 1, 2006 Jim Ambrosio	Filling A Void The potential of the health savings account in the small-business market as both an investment and insurance vehicle is enormous for banks, brokerages and insurers, as well as for independent advisors.
Inc. April 2005 Jennifer Gill	Cut Your Health Care Costs Now Nine ways to slash your small firm's insurance costs, from health savings accounts to getting tough with your broker to joining purchasing pools.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Benefits Medical coverage for seniors is a big part of a strong retirement-protection plan.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
Financial Advisor September 2007 David J. Drucker	Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well.
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 April 1, 2011 Donald Jay Korn	Baby Steps Health savings accounts are growing, although assets are still modest, and advisors, consumers and employers remain interested. Moreover, integral parts of last year's healthcare reform law may actually encourage the growth of HSAs.
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.
The Motley Fool December 11, 2007 Dayana Yochim	PPO? HMO? HSA? OMG! Ready or not, for many employees, this is the only chance for the next 12 months to modify their health coverage. Here's how to pick the right employee health-care plan, whether you're single, married, in a family way, or feathering an empty nest.
Financial Planning July 1, 2013 Ilana Polyak	Disability Insurance: Are You Protected? Advisors need to think about disability insurance coverage for both themselves and their clients.
Financial Planning April 1, 2006 Donald Jay Korn	HSAs Determining how to procure vital health insurance without breaking clients' bankbooks has become a challenge for financial planners. Are these low-priced insurance plans the new prescription for rising healthcare costs?
Financial Planning February 1, 2006 Janet Aschkenasy	Drug Deals Here is how to help your financial advisory clients make sense of Medicare Part D.
Investment Advisor March 2006 Robert F. Keane	Safety First No one wants to pay for E&O insurance, but advisors admit it helps them sleep better.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
Financial Planning April 1, 2008 Elizabeth O'Brien	Take Cover Complex state insurance laws and federal tax regulations have hampered financial firms' efforts to provide health benefits for their independent advisors. Yet advisor demand has spurred action and changes.
Registered Rep. May 25, 2011 Mark Miller	Pros and Cons of the Healthcare Reform Law The new health reform law already is changing the health insurance market in important ways that will affect your clients' choices and expenses.
Registered Rep. January 1, 2007 Gresham & Gresham	The Price Isn't Right Know Your Worth: Here are four ways financial advisors can improve their pricing models -- and boost their reputations.
Financial Advisor March 2006 Karen DeMasters	Clients Lost In Medicare Lurch Although some of the more than 40 million eligible Medicare recipients in the nation already have signed up for the new prescription drug benefits program Part D, many people still are seeking the advice of financial planners and weighing the options that are available to them.
Inc. June 2008	How To Choose A Health Care Plan: Finding the Right Plan Advice on what companies should consider when choosing a group heath plan.
Registered Rep. September 1, 2004 Jason Van Steenwyk	E & O and U Since 2001, advisors nationwide have been rocked with increases in professional liability insurance premiums.
Financial Planning February 1, 2007 Elizabeth O'Brien	Cover Me Health insurance options slowly expand for independent advisors.
Managed Care May 2005 John Carroll	Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population.
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
Entrepreneur September 2002 Joshua Kurlantzick	Through the Roof Nationwide, small businesses are about to be swamped by a perfect storm of changes that should prompt drastically higher health-care costs for 2002, 2003 and beyond. How to find a way around skyrocketing health-care costs?
The Motley Fool October 22, 2010 Selena Maranjian	How to Cut Your Health-Care Costs The average family pays $4,000 in premiums for a work-sponsored health-care insurance plan. However, with a little effort, you can cut those costs considerably.
AskMen.com Brantley Oakey	Best Health Insurance Plans While health-care costs won't stop rising, we can curb our spending. Here is a list of the five best health insurance plans for single men based on best value.
Financial Planning April 1, 2010 Donald Jay Korn	Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners.
Financial Planning May 1, 2008 Dave Lindorff	E & Oh, No Errors and omissions insurance is the must-have policy for financial professionals. But many planners don't have it because of a combination of cost and coverage problems.
BusinessWeek October 20, 2003 William C. Symonds	Get Used To The Pain Another round of double-digit hikes in health-care costs is in the mail.
Financial Advisor June 2005 David J. Drucker	Filling The Gaps In E&O For financial advisors, simply remembering to pay your annual E&O (errors & omissions) premium while going about business as usual may give you a false sense of security, not to mention some nasty surprises.
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.
BusinessWeek May 28, 2007 Christopher Farrell	Health Care You Control One family finds that health savings accounts may be the smart choice.
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 October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Knowledge@Wharton	Major Health Care Reform Under President Bush Remains Elusive Three of the chief health-care challenges facing the United States are: finding a way to provide coverage for the millions of uninsured, reforming Medicare, and setting up a prescription-drug plan for the elderly. The White House is likely to make headway on only the third of these in the next two years.
Financial Advisor November 2010 David Armes	What To Expect Understanding upcoming health-care reforms.
Investment Advisor September 2008 Robert F. Keane	Far From Retired Tony Purpero thought he was headed into retirement when he returned to southern California, but instead finds himself working harder than ever to help other current and future retirees.
Registered Rep. July 1, 2005 Gresham & Gresham	Playing Doctor Health care costs are likely to be any retiree's greatest expense. Financial advisors, then, need to address the potential havoc health risks can have on a client's financial plan. The problem is: How to get clients to actually divulge personal medical information.
Registered Rep. October 22, 2012 Kevin McKinley	Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs.
CFO February 1, 2007 Karen M. Kroll	Pin the Tail on the Doctor A dearth of information leaves health-care consumers in the dark. As health-care information becomes more accessible, will employees use it to purchase health-care services more intelligently?
Registered Rep. October 10, 2014 Mark Miller	Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.