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Insurance agent bill inches closer to the finish line
Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.
Baby boomer clients need input on medical expenses in retirement
Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.
Savings targets for retirement health care costs fall in 2014
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Wall Street makes a case for why consumers should be spending big
On Monday's Breakfast with Benjamin, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.
Financial advisers need to check up on clients’ medical debt
About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.
How to help clients navigate the choppy HSA waters
Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.
Top Jackson National exec Clifford Jack to step down
Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.
Advisers must help clients decide how HSAs fit in their plans
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
Delayed retirement reduces health care costs
Working beyond Medicare age can save thousands per year.
If client tests positive, the next step is yours
A new blood test being developed to identify the likely onset of Alzheimer’s disease up to a decade…
Why employee benefit brokers are teaming with 401(k) advisers
With a new health care reform employer mandate on the way, expanding expertise becomes imperative
Early detection of Alzheimer’s would allow for better financial planning
Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.
Ring out the old year with a bowlful of tax strategies
Tips to help make 2014 less painful than 2013 for wealthy clients
Life insurers launching new variable annuities despite tepid sales
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
Most Medicare beneficiaries overspend on out-of-pocket costs
People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.
Prolific U.S. oil production raises questions about a new tipping point
Friday Breakfast with Benjamin highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.
Morningstar’s latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
Supreme Court case could shake up union retiree benefits
For advisers, it's time to get familiar with the terms under which union employees receive health care.
Promise of ACA’s small business initiative falls flat
The Affordable Care Act made many great promises. Like all legislation, some promises materialized, such as guaranteed-issue health…
With Medicare signup coming soon, tax bracket management strategies can help clients save
Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
