Longevity Lifestyle Preparation

Retirement is more than just being worried about running out of money; it is the desire to live mid-life longer. Sponsored by Great West Financial.

Highlights

Sponsored Content

Meeting the Unique Retirement Challenges Facing Women Clients

Oct 17, 2017

A holistic approach to longevity planning allows advisors to build better relationships with female clients and help them achieve lasting...

Sponsored Content

[INFOGRAPHIC] Why Women Spend More On Health Care

Nov 09, 2017

Longer lives and more frequent doctor visits may lead to higher costs.

Sponsored Content

Maximizing Social Security for Surviving Spouses

Apr 11, 2018

Help widowed clients get the most out of Social Security and plug the income gap after the death of a spouse.

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy.

Leave this field blank

Sponsored Content

Helping Widowed Clients Plan for Long-Term Housing Needs

Apr 09, 2018

The emotional and financial implications of deciding where—and with whom—to live.

Sponsored Content

When a Widowed Client Remarries

Apr 09, 2018

Help widowed clients prepare for the financial complexities that come with entering a new marriage.

Sponsored Content

[INFOGRAPHIC] How Age Affects Social Security Benefits

Oct 11, 2018

As longevity increases, waiting longer to receive benefits may be the better option for many clients.

Sponsored Content

Why a Sound Mind Matters

Oct 02, 2018

Advisors can strengthen relationships by helping clients understand how to maintain their mental—and financial—acuity.

Sponsored Content

How to Help Clients Avoid Fraud

Jul 13, 2018

Older clients are at greater risk for scams, but the tools you provide can help keep them safe.

Advisors Will Become “Longevity Navigators”

Feb 15, 2018

The founder of MIT’s AgeLab warns that most financial advisors aren’t prepared for the profound changes and challenges that...

Helping Retirees Buy a New Home

Feb 12, 2018

Their unique situations dictate some different approaches.

Load More
1
2
3
4
5
6
next
last