Advisors need to be ready to deal with the emotional issues confronting divorced older clients, wealth managers say.
Estimates for clients' lives might be too out of date for their retirement plans.
Longevity means many more will need it. But the pandemic showed the current system falls woefully short.
As people live longer, many will need long-term care. The pandemic showed the current system falls woefully short.
Customers are having a harder time securing a long-term-care policy after the epidemic.
Customers are having a harder time securing a long-term-care policy after the epidemic.
Paula Mogan said it is critical for individuals to secure financial independence during their senior years.
Technological evolution has been slow to come to the insurance and annuity sector.
It's important what we tell our spouses about our plans and how we control our media intake.
Cognitive impairment risks will grow as Americans age, according to the Whealthcare Solutions report.
As long-term-care insurance struggles, new hybrid products are taking off, offering fixed premiums and investment flexibility.
DPL Financial Partners will use the money for technology and infrastructure.
An analysis by AALTCI found that insurance claims for long-term in home care far outweighs those for nursing homes.
The insurance offering expands the Denver-based RIA’s suite of services.
The SS&C Advent Insurance Marketplace offers RIAs access to fee-only insurance products.
How one group of affluent seniors is coping with the realities of living through a pandemic.
Among young people, the costs of the pandemic may continue to be registered for decades.
Signal Advisors brings a very different look to insurance-based independent marketing organizations.
The divorce rate is rising fastest among Americans over age 50, according to one expert.
The Detroit-based firm combines insuretech with an independent marketing organization.