Helping the Medicine Go Down
People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.
More in Client
Why firms need to start building relationships now with their clients’ children and grandchildren. more »
Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking. more »
The notion of working into one's 70s just doesn't cut it for many. more »
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails. more »
"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise. more »
Planners worry about client fatigue if the downdraft drags on. more »
How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients. more »
People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives. more »
Advisors who listen attentively build better connections with clients. more »
"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day. more »
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals. more »
Junior recruits entering the business as potential partners have their own take on how to boost business. more »
This exceptional woman is helping other women transition to better, more financially stable lives. more »
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