Bank Investment Consultant

Healthcare

• Recession Increases Demand For Retirement Advice

  December 8, 2009

  Financial Planners gained four to ten new retirement income clients in the last year.

• AARP Backs Advancement of Senate Reform Bill

  December 4, 2009

  Efforts to pass sweeping health care reform got a boost as the AARP said it would oppose efforts to slow health care reform in the Senate. The group sent a letter to Senators asking them to turn down a request by Sen. John McCain (R.—Ariz.) to return the bill to committee. McCain’s amendment would rescind the nearly $500 billion in Medicare spending reductions contained in the Patient Protection and Affordable Care Act, which is being pushed to a vote by Senate Majority Leader Harry Reid (D.—Nev.).

• The Hartford Survey: Battered Investors Reconceptualize Retirement

  December 3, 2009

  The Hartford polled 751 Americans age 45 or older for the survey on attitudes to retirement.

• Senate Health Bill Contains Tax on Cosmetic Surgery

  November 20, 2009

  Senate Majority Leader Harry Reid, D-Nev., introduced the Senate’s version of the health care reform bill, which includes a new 5 percent tax on elective cosmetic surgery.

• Report Finds $1.8M in Erroneous Health Tax Credits

  November 6, 2009

  At least 1,260 individuals appear to have erroneously claimed about $1.8 million in Health Coverage Tax Credits on their 2007 returns.

• House Assembles $894 Billion Health Care Bill

  November 2, 2009

  House Democrats unveiled their health care reform package after assembling the various components passed this summer by three separate committees.

• The New Wave in LTC Hybrids

  November 1, 2009

  When do they offer better long-term-care solutions for your clients?

• Fifth Third Reaps Benefits of Push for HSA Business

  October 27, 2009

  Fifth Third Bancorp is enjoying growth in its health savings account business after improving its product and expanding its staff.

• Intuit to Expand 401(k), Health Insurance Market

  October 22, 2009

  Intuit plans to expand its presence in the market for helping small businesses manage their 401(k) and health insurance benefits, even though many of its own customers do not offer such benefits.

• Insurers Pour Cash into Health Care Debate

  September 18, 2009

  As the debate over health care reform has reached a crescendo, so has the amount of money spent by insurers to impact the debate’s outcome.

• Baucus Introduces $856 Billion Health Care Reform Bill

  September 17, 2009

  Senate Finance Committee Chairman Max Baucus, D-Mont., has introduced his own version of long-awaited health care reform legislation, without a public option for health insurance.

• Insurers Bristle at Obama's Health Plan

  September 11, 2009

  Addressing a joint session of Congress, President Obama this week elucidated his vision for health care reform. After the speech, health insurers pushed back.

• Millionaires Investing Again, But Worried About Healthcare Reform

  September 2, 2009

  Millionaires are putting their cash to work and moving back into the markets as their confidence in the economy increases, according to a survey by Spectrem Group.

• Consumers’ Opinion of Health Insurers Drops, Life Insurers Rises

  August 20, 2009

  Recent poll results show 58% of people surveyed believe the health insurance industry as a whole is doing a bad job.

• Obama Calls Out Health Insurers

  August 13, 2009

  Referring to “health insurance reform” at a meeting in New Hampshire, President Obama proposed a bevy of new strictures under which insurers would operate, including removing caps on coverage and requiring coverage of preventive care.

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