What Older Clients Who Travel Must Know About Medicare

Published on December 2, 2024

Enrollment can be a maze for any client. For clients who cross borders, it's worse.

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Long-Term Care Insurance Still Matters

December 2, 2024
A man who helps families find care looks at what most are missing.      Related StoriesA Long-Term Care Planner's ConfessionOptimizing Medicare DecisionsMedicare Advantage Agents Should Tell Consumers About Medigap: CMS

Planners-To-Be Overwhelmingly Want Firms Emphasizing Pro Bono Work

December 2, 2024
About 83% of aspiring CFP planners under 35 are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.