Results for "long-term care"

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Have the courage to talk about LTC

November 17, 2013

It is the elephant in the room — the discussion no one wants to have. The subject isn't pleasant, and the financial ramifications can be even less so. But as hard as it may be, financial advisers need to have the conversation with clients...

Dynasty branches out to the insurance side

June 3, 2013

Dynasty Financial Partners LLC has launched a new service, Dynasty Insurance Services, to support its network of 18 firms in writing fixed-life-insurance, annuity, disability and long-term-care contracts. With advisers leaving wirehouses and...

Retirement Income Summit 2013 Mary Beth Franklin: Home schooling long-term care

May 13, 2013

Dr. Carolyn McClanahan, both a medical doctor and CFP, admits she is a minimalist when it comes to seeking medical care. And when it comes to long-term care, she has a unique vision of how and where she would like to receive assistance as she...

Long-term care planning requires turning focus away from health

May 13, 2013

To make long-term-care planning palatable to clients, advisers need to break through clients' false sense of invulnerability first. Clients get defensive when talking about the possibility that they one day may become incapable of caring for...

Retirement Income Summit 2013 Are clients saving too much money for retirement health care?

May 13, 2013

When it comes to helping clients save for healthcare costs in retirement, advisers need to balance concerns about massive medical costs with a retiree's actual quality of life – no small task. The keynote session at the Investment News Retirement...

SEC halts trading in embattled LTCI seller

April 25, 2013

The Securities and Exchange Commission temporarily halted trading in the stocks of Penn Treaty American Corp., an embattled long-term-care insurer that's now under the guidance of state regulators. It's been about seven years since Penn Treaty...

How advisers can help clients deal with Alzheimer's

March 3, 2013

No doubt you have heard stories of older adults who suddenly stop paying bills, lose track of their assets or are tricked out of their savings by unscrupulous family members, friends or acquaintances. Sometimes this isn't the result of fiscal...

Delaying Social Security bennies could come back to bite clients

January 20, 2013

For every action there is a reaction. It's a basic rule of science — and financial planning. I wanted to share an e-mail I received from an InvestmentNews reader in California regarding an elderly woman who purposely delayed taking her Social...

Premiums contribute to insurance spending boost in 2012, survey says

January 14, 2013

More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health. About 37% of Americans spent more on insurance in 2012, while 52% paid the same amount as in 2011 and 7% saw insurance...

Women's health care planning seen as pivotal

November 25, 2012

Financial advisers have an obligation to help female clients plan for health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts who participated in an InvestmentNews...

Insurer settles charges that it slow-paid on LTCI claims

November 21, 2012

Bankers Life and Casualty Co. will pay $3.2 million in a settlement with insurance regulators after examiners found that the insurer failed to make suggested updates to its claims practices. The Pennsylvania Insurance Department was among the...

Ignoring women's health-care costs 'reckless': Experts

November 21, 2012

Financial advisers have an obligation to help female clients plan for future health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts participating in an InvestmentNews...

Low-cost LTC? It's a Southern thing

November 18, 2012

Those looking for lower-cost long-term-care services might want to consider heading south. Southern and Southwestern states feature the most affordable costs for a spectrum of LTC services, including nursing homes, assisted-living facilities...

Does LTC insurance still make sense?

November 18, 2012

I knew it was coming. Still, when I received notice that the premiums for the two long-term-care insurance policies that I bought for me and my husband a few years ago would increase by 23%, it took my breath away. As a healthy adult in my late...

Mary Beth Franklin: Does LTC insurance still make sense?

November 16, 2012

I knew it was coming. Still, when I received notice that the premiums for the two long-term-care insurance policies that I bought for me and my husband a few years ago would increase by 23%, it took my breath away. As a healthy adult in my late...

Low-cost long-term care? It's a southern thing

November 9, 2012

If you're looking for lower-cost long-term-care services, you might want to consider heading south. Southern and southwestern states featured the most affordable costs for a spectrum of LTC services, including nursing homes, assisted-living...

ING launches lifetime income practice management program

October 31, 2012

After earning a steady paycheck throughout their working years, retirees are looking for ways to develop a steady income stream in retirement. Financial advisers who are able to provide a retirement income strategy as part of a holistic retirement...

End of pension tax breaks would pay for 'stupid stuff,' says ASPPA boss

October 29, 2012

On the eve of Hurricane Sandy's arrival in Washington, D.C., the American Society of Pension Professionals and Actuaries announced Sunday it is launching a lobbying initiative designed to protect tax deferrals for worker contributions to employer-sponsored...

Employer-sponsored health benefits for retirees dying out

October 24, 2012

Employees are managing expectations in retirement as employers yank back health benefits for retirees. Data from the Employee Benefits Research Institute showed that in 1997, 10.2% of private-sector employers provided health insurance to Medicare-eligible...

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