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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.   |
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. |
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 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. |
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. |
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
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 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... |
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. |
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
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. |
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 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. |
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. |
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. |
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. |
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. |
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. |
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 Advisor
November 2010
David Armes |
What To Expect Understanding upcoming health-care reforms. |
Financial Advisor
October 2005
O'Donnell & Maher |
Health Savings Accounts: To Have And To Hold Offering deductibility, tax-free growth, unpenalized carryovers from year to year, tax-free withdrawals and portability, a health savings account (HSA) is a financial planning tool that needs to be considered by advisers. |
Financial Advisor
February 2011
Ben Mattlin |
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. |
Investment Advisor
July 2010
Marlene Y. Satter |
Insurance Update: A Wider Embrace of LTC Same-sex benefits are now offered to federal employees. |
Financial Advisor
January 2011
Ben Mattlin |
Long-Term Headache What the recent convulsions in the long-term care insurance business mean to you. |
BusinessWeek
July 12, 2004
Howard Gleckman |
Providing For Your Own Care Long-term care insurance is getting even more pricey, so shop carefully. |
Financial Planning
January 1, 2005
Kevin J. Delaere |
Healthy Advice Both clients and financial advisers should consider health and medical savings accounts as a vital part of an investment plan. |
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
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. |
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. |
The Motley Fool
December 15, 2005
David Braze |
Some Final Words on Long-Term Care Do your research on long-term care options now, while you can calmly and rationally evaluate your options. If you do so today, then you and your loved ones won't have to make rushed decisions later. |
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
August 27, 2004
Roy Lewis |
How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out. |
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? |
Investment Advisor
December 2007
Kara P. Stapleton |
Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return. |
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. |
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. |
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. |
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 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. |
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. |
The Motley Fool
November 15, 2005
David Braze |
Should You Buy Long-Term Care Insurance? An insurance policy can help pay for senior care, but it may not be right for everyone. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
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. |
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? |
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.
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. |
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? |
Registered Rep.
November 26, 2015
Mark Miller |
Medicare Changes Coming Up If you haven't done a check-up on your clients' retirement health care costs lately, it's a good time to update the numbers. |
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. |
Financial Planning
May 31, 2006 |
Mailbox Letters to the editor: Conditional Love?... HSAs and Long-Term Care... The Perfect Elevator Speech... |
