Updated Wednesday, September 2, 2015 as of 7:46 PM ET
by: Margarida Correia
September 1, 2015
People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.
Planners should emotionally prepare clients nearing retirement for the significant and abrupt...  more »
Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot...  more »
As boomers start spending down their portfolios, planners need a new way to stand out.  more »
Partner Insights
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
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