by Ashley Flitter | Last updated Mar 11, 2019
A large part of your job is advising clients to take action in their best interests. While there are certainly many rewarding financial client planning meetings, there will always be a few uncomfortable ones. Talking to your clients about long-term care insurance and,...
by Ashley Flitter | Last updated Mar 6, 2019
The greatest unknown facing financial advisors and retirees alike is just how long retirement will last. A close second is how much care your clients will need in their final years. While most people expect to have some care as clients age, the world of long-term care...
by Hennah Garcia | Oct 8, 2018
Planning for retirement requires planning for many scenarios and options. One element to consider is Medicare. In a survey by Forbes, 30 percent of Americans believed that home health care expenses were less than $417 monthly when in reality, the cost is closer to...
![What you Need to Have on Hand to Enroll for Health Insurance]()
by Heather Holmes | Last updated Dec 19, 2016
If you’re gearing up to enroll for health insurance coverage for next year, you may be wondering what steps you need to take, what information you need to have on hand and if there’s any prep to do before dialing in to a marketplace. With Open Enrollment...
by Heather Holmes | Dec 5, 2016
There are a few reasons why life insurance is a hard topic to bully yourself into considering. First, thinking about future money is difficult. Insurance-related vocabulary words tend to nudge the majority of us into a deep sleep. Also, it’s hard to conceptualize the...
![Next steps to take after an insurance claim is denied]()
by Heather Holmes | Last updated Dec 20, 2016
Whether attending a routine appointment or undergoing emergency surgery, many of us rely on health insurance to cover the bill. There are times, however, when insurance claims are denied, often for reasons unclear. According to the American Medical Association there...
