News & Updates


Showing results for: and news


Change Is Inevitable, and So Is the Need for Long Term Care

Carriers are leaving the market; others have tightened underwriting, benefits and commissions. Are you ready?

Medicare Supplement Insurance: Myths & Facts

We are hearing everyday from agents asking what is going to happen in 2014.

LTC Consumer Study Part 2: Why Do People Buy LTC?

In Part 2 of our LTC consumer study, we will look at the different reasons why people purchased LTC according to a study by Mutual of Omaha.

AHIP Survey: 9 in 10 Seniors Satisfied with their Medicare Supplement

Looking to sell a product that is simple, reliable and offers your customers good value for their money?

Interview Using Indexed Annuities With High-Net-Worth Clients

Last week, Wendy Swanson sat down with Rocky Lin, CFA--Managing Director at Beacon Pointe Wealth Advisors.

LTC Consumer Study Part 1: Who Is Buying LTC?

Mutual of Omaha recently conducted a study of their current LTC policyholders.

Medicare Advantage Enrollment Up, Premiums Down

According to an article by Bloomberg Businessweek, Medicare Advantage enrollments were up a record 10% this year as lower premiums enticed people to sign up.

Have You Talked To Your Clients About Filial Responsibility?

Several states have what is sometimes known as a filial responsibility law, which obliges adult children to pay for their parents’ medical & nursing-home care.

Financial Planners and Medicare ... Yes, That's Part of Your Job Now Too

Your customers now want you to add one more responsibility, one more layer of expertise, to your practice: Medicare advisor.

GAO Report Criticizes Star Ratings Reimbursements

According to a report from the Government Accountability Office (GAO), Medicare is wasting $8.35 billion on its quality bonus demonstration project.

Aetna Leads the Way on Provider Collaboration and ACO Development

A hot topic in Medicare is Provider Collaboration—basically, insurance companies & health care providers working together to improve care while lowering costs.

Record-Breaking Year for Indexed Products

Both indexed annuity and indexed life set record sales in 2011.

Florida Power of Attorney Changes

The state of Florida recently enacted legislation that affects one of the basic estate planning documents — the power of attorney.

New Qualified Money Rules Proposed

The Treasury Department proposed several new regulations to make it easier for middle-class retirees to convert money in their 401(k) into an annuity.

Five Tips to Help Your Clients Maximize Their Medicare Advantage Plan in the New Year

Dr. Rhonda Randall, chief medical officer of UnitedHealthcare Medicare & Retirement, gives tips to help MA enrollees improve their health and maximize coverage.