Results for "long-term care"

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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...

IRI to provide health care cost tool to members

May 21, 2014

Some 150,000 financial advisers will have access to estimates for retirees' health care costs thanks to a new partnership between the Insured Retirement Institute and HealthView Services Inc. The IRI announced Tuesday that it would give its...

Account opening is No. 1 tech concern: Survey

April 2, 2014

The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...

Higher rates can blunt long-term-care errors, Genworth CEO says

December 4, 2013

Genworth Financial Inc., now the largest seller of long-term-care coverage, is counting on periodic rate increases of 2% to 4% to maintain profit targets. “I don't think it's prudent to be in this business unless you can, over time, re-rate...

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...

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...

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