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Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?
March 3 -
Republicans booed when President Biden accused them of wanting the benefits to "sunset." But was he telling the truth?
February 9 -
Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.
January 31 -
A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?
January 13 -
2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.
December 16 -
Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.
December 14
policyappraisal.com -
Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.
November 29
Napier Financial -
A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?
October 19 -
The No. 2 GOP member said Democrats are mischaracterizing the party's proposals as cuts to benefits.
October 18 -
At first glance, the reduced premium for Medicare Part B looked like an untempered win for the Biden administration. The reality is much more complicated.
September 30 -
Premiums for Medicare Part B, which covers outpatient care, will decrease for the first time in a decade.
September 28 -
Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.
September 23 -
Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14 -
American seniors lose much of their income to medical expenses. A new law aims to change that.
August 12 -
For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?
August 8 -
Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.
August 3 -
The right LTCI coverage can preserve savings and confer peace of mind, but it takes a well-briefed advisor to cover its many facets.
July 12
Alera Group Wealth Services -
Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.
March 14 -
In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.
March 4
International Planning Alliance -
The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.
December 9















