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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
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
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
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
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
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 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 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
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. mark for My Articles similar articles
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. 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 Advisor
October 2011
Ben Mattlin
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. 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 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
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. 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
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
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
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
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
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
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
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
November 2007
Mitch Anthony
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. 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
Financial Advisor
November 2010
Ben Mattlin
Compensating Caregivers Advisors discuss how families can provide at-home care for a loved one -- and defuse sibling rivalries that often result. mark for My Articles similar articles
Financial Advisor
October 2010
Michael J. Reed
Risk Management For Individuals How to match investors' risk appetite with their assets. 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
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 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
The Motley Fool
July 5, 2006
Dan Caplinger
Get an Insurance Checkup: Part 1 The purpose of insurance is to protect you against risks that you face, and because the risks you face change over time, your insurance needs change over time as well. 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.
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. 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 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
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
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
American Family Physician
December 15, 2000
Susan Mockus Parks & Karen D. Novielli
A Practical Guide to Caring for Caregivers Patients who provide care to family members or friends with dementia are likely to be in a family physician's practice. The caregiver role can be stressful, and identifying these patients can give the family physician opportunities to help patients cope with the challenges of the role... mark for My Articles similar articles
Financial Advisor
February 2, 2009
Sherri Scordo
Frontline News Time is money (and health)... 401(k)s getting KO'd... Morningstar names managers of the year... Long-term health care costs up, but increase has slowed... Some advisors avoid state-focused munis... Care giving for cash... 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
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
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
Investment Advisor
May 2010
Marlene Y. Satter
Easy Rider Redux Advisors might find a tough subject easier to broach with clients. mark for My Articles similar articles
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... mark for My Articles similar articles
The Motley Fool
October 30, 2006
Tim Beyers
Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum. mark for My Articles similar articles
American Journal of Nursing
October 2011
Carol Levine
Supporting Family Caregivers: The Hospital Nurse's Assessment of Family Caregiver Needs It's important to assess and address a family caregiver's needs, strengths, and limitations. Nurses have the training, skills, and opportunities to carry out these assessments. 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
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. mark for My Articles similar articles