Results for "long-term care"

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National insurance registry falls short of goal line, tax extenders passes

December 17, 2014

Legislation that would have established the first national registry for insurance agents, facilitating practices in multiple states, was stopped one yard short of the goal line Tuesday night. A bill containing the provision died when it was...

If client tests positive, the next step is yours

November 30, 2014

A new blood test being developed to identify the likely onset of Alzheimer's disease up to a decade before current tools can offer financial advisers and clients great opportunities but also presents clients with a dilemma. To be tested or not...

Health savings accounts: Transforming health care, forcing hard choices

November 30, 2014

It isn't every day that an adviser would recommend that a client cut back on 401(k) contributions, but financial planner Ben Wacek recently suggested that an investor do that in order to better manage the cost of health care. The client, an...

Early detection of Alzheimer's would allow for better financial planning

November 18, 2014

A new blood test being developed to detect Alzheimer’s can identify the disease up to a decade before a clinical diagnosis can spot the signs, a development that should help financial advisers better plan for their clients’ future. “From...

Most Medicare beneficiaries overspend on out-of-pocket costs

November 16, 2014

Studies consistently show that 90% to 95% of Medicare beneficiaries are overspending on their out-of-pocket health care costs. How is that happening? Generally speaking, most people don't understand their coverage and the choices they can make...

Prolific U.S. oil production raises questions about a new tipping point

November 14, 2014

U.S. oil production has reached its highest level since 1986, and oil is down to below $75 a barrel. It feels good now, but there are downsides to cheap oil, and the U.S. doesn't control the price. U.S. on tap to be the world's largest oil produce.r...

How Social Security annual increases are calculated

November 7, 2014

Some topics are a lot more controversial than others. But I was amazed when my October 1, 2014, article that correctly predicted next year's 1.7% cost-of-living adjustment for Social Security benefits several weeks before the official announcement...

Early onset Alzheimer's: When plans are upended

November 3, 2014

Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts...

Unraveling Minds

November 3, 2014

In January, Michael Kotin, a financial adviser at Wells Fargo & Co., faced a dilemma. Two longtime clients, Eugene and Cecilia Ratner — a couple who had been married for around 60 years and who were both well into their 80s — were accusing...

Protecting vulnerable aging clients

November 2, 2014

As clients age and laws evolve, the securities industry faces incalculable risks that require rigorous internal controls to properly manage relationships with vulnerable aging investors. An unsuitable investment recommendation to a client once...

FSI offers long-term disability, life insurance to members

September 29, 2014

In a bid to attract new members and retain existing ones, the Financial Services Institute is offering its 37,000 individual members access to long-term disability and term life insurance. Under the new program, called Covered Advisor, FSI members...

Bears are giving up and that could be a bad sign

September 10, 2014

Long-standing bears are giving up. That could be a bad sign. Yet another Wall Street bear folds while uber-bear Bob Janjuah expects stocks to keep rising until one particular condition Is met. (Hat tip Bloomberg's Matt Levine) How the housing...

Long-term care carriers

September 7, 2014

Company New 2013 Policies New 2013 Annualized premiums ($M) In-force Policies, 2013 In-force Annualized premiums ($M), 2013 Bankers Life and Casualty 1, 2 7,248 $12.0 283,996 $476.3 Genworth Financial 3 53,974 $133.8 1,209,869 $2,508.8 John...

One of industry's last holdouts, NAIFA elects its first female president

September 4, 2014

For the first time since it was founded in the early 1890s, the National Association of Insurance and Financial Advisors will be led by a woman, starting next week. Juli McNeely will be installed as NAIFA president Monday during its annual conference...

Beware of the blind side

August 3, 2014

As memorialized in the 2009 movie "The Blind Side," based on Michael Lewis' book, a quarterback's “blind side” is behind him, where he can't see attacking defenders. More than one quarterbacking career has been cut short by a hit from the...

Can an adviser affiliated with an insurance company be fee only? Yes.

July 21, 2014

For nearly two years, the issue of compensation descriptions has roiled the investment-advice business. The topic becomes even trickier when insurance licenses are thrown into the mix. Whether investment advisers like it or not, the Certified...

Treasury OK's putting 401(k) and IRA dollars into longevity annuities

July 1, 2014

Financial advisers welcomed the Treasury Department's announcement that it would ease the process by which retirement plan participants can purchase deferred income annuities. The Treasury Department and the Internal Revenue Service on Tuesday...

In divorce, retirement is at risk

June 8, 2014

Splitting a retirement plan in divorce often means tax problems. While matrimonial attorneys usually assist in the division of assets, 401(k)s, IRAs and other retirement plans require special handling since eventual distributions generally will...

Early filers regret Social Security claiming decisions

June 4, 2014

Nearly 40% of retirees who claimed Social Security benefits before full retirement age now regret their decision, according to a new survey released Wednesday. Retirees can claim Social Security benefits as early as 62, but their benefits are...

Morningstar-HelloWallet deal ups the ante for financial wellness services

June 2, 2014

Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...

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