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What to discuss during the first retirement planning meeting

2 hours ago
Image shows a meeting note for 9 a.m.
A strong first meeting helps clients organize information and lays the groundwork for a personalized, realistic retirement plan. Read more
More Top Stories
TOP NEWS
  • Liberty Mutual wins ruling on defense in 130-vehicle Texas pileup lawsuits

  • A lifetime of lessons: Thomas Peterson on why disability insurance matters

  • Caregiving: A challenge for workers and their employers

  • How benefits are evolving to support caregivers

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  • Risk-control index innovation grows as regulators scrutinize complexity
  • Keeping it simple — With Tom Bumbolow
  • Nationwide marks 100 years as a modern mutual
  • A Partner on Life’s Financial Journey with Leah West
  • Harnessing, cultivating and profiting from centers of influence
  • A perfect storm demands better planning
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SPECIAL FEATURE

Building trust in a more complex Medicare Advantage market

Medicare Advantage continues to grow as regulations, plan design and public scrutiny evolve. This makes it more important to help... Read More

MORE FEATURES

From The Field

Bridging the gap between online research and human guidance

Advisors recognize that online research is only a starting point, not a roadmap for what comes next.

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    Social Security is on the ballot in the midterm elections

    It should come as no surprise that Social Security solvency is a major midterm issue.

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      Can your finances handle an unexpected health crisis?

      An unexpected illness or injury can cut income or create expensive ongoing care needs that strain household finances and long-term goals.

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      More From The Field

ADVISOR NEWS

Inflation, competing priorities and uncertainty erode retirement security

Most American workers (78%) agree that today’s high cost of living is making it harder for them to save for retirement.

  • As health premiums rise, 1 in 8 workers cut retirement savings
  • CT governor’s candidates claims: What’s true, and what’s misleading
  • Retaining clients by giving them a memorable experience
  • Addressing the longevity paradox
  • Employers shift focus from retirement access to financial outcomes
More ADVISOR NEWS

NEWSWIRES

Experts to lawmakers: Limits on utility liability may ‘seriously threaten’ CA insurance

California’ s insurance commissioner and other experts warn that eliminating the ability of insurers to recover money after utility-caused wildfires could destabilize the state’ s fragile market for homeowner coverage. “We’ re in a very shaky, shaky place right now,” said Nancy Watkins, a consulting actuary at Milliman, during a joint hearing Thursday of the…

  • As feds cut key fee, Indiana Medicaid chief warns changes needed to avoid ‘catastrophic situation’
  • What you need to know if shopping for ACA plan
  • Wall St. ends lower as Alphabet revenue miss revives AI capex jitters
  • As healthcare costs spike for Pa. employers and employees, state House Dems pitch universal coverage
  • Va. to receive $6.5M from General Motors settlement
More NEWSWIRES

INN Insider

Erie County residents face higher Obamacare premiums in 2027

  • Lawsuit settled over KY sheriff allegedly assaulting handcuffed woman | Exclusive
  • Employers are facing rising insurance costs
  • Insurance can't be only tool for disasters
  • Some Michiganders facing double-digit health insurance rate hikes for next year
More INN Insider

Annuity News

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How flexible annuities fit today’s retirement portfolios

Advisors should understand the value of flexible annuities, especially for clients who want good returns while saving for speci... Read More

  • Foresters Financial appoints Tom Ross as chief distribution officer for U.S. annuity sales
  • Changing client priorities are reshaping annuity conversations
  • Insurer proposes $1.1M deal to resolve CA teachers’ annuity fee lawsuit
More Annuity News
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Life Insurance News

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South Carolina, Atlantic Coast mediation fails to resolve reserving dispute

A mediation hearing held Friday failed to resolve the disagreement between South Carolina regulators and Atlantic Coast Life In... Read More

  • Life insurers race to win retirement customers as distribution shifts
  • Agents often missing from the loop on life, LTC insurance rate increases
  • SoFi and Prudential Financial team up to expand access to life insurance
More Life Insurance News

Health/Employee Benefits News

Illinois seniors face fewer Medicare Advantage choices this open enrollment season

A couple of weeks ago, Jeff Anderson and his wife got news that upended their plans for health coverage. Many seniors across Il... Read More

The real cost of a car accident: Medical bills and what's covered

You've just been in a car accident. In 2024, 2.42 million people were injured in U.S. crashes, according to National Highw... Read More

MDHS

Mississippi Link Newswire The Mississippi Department of Human Services, Division of Aging and Adult Services, announces the Sta... Read More

  • The real cost of a car accident: Medical bills and what's covered
More Health/Employee Benefits News

Property and Casualty News

Which small businesses need cyber liability insurance most?

Data from the nonprofit Identity Theft Resource Center's 2025 Business Impact Report found that 81% of small businesses su... Read More

Mark Gongloff: Why home insurance costs more than property taxes

An annoying, persistent myth of climate discourse is the idea that trying to stop the planet from becoming a charred hellscape ... Read More

How climate change worsens big issues

As we close in on the general election, many contemporary issues are on people's mind. However, climate tends not to be on... Read More

  • Flood insurance premium to be discounted in Lewisburg
More Property and Casualty News

Insurtech News

Beyond AI pilots: How insurers are putting AI agents to work

Insurance leaders discussed AI efficiency gains, human oversight, workforce challenges and how insurers can put AI agents to work. Read More

  • Customers say Old National Bank failed to protect from fraud
  • What AI transformation really means for insurance jobs and skills
  • Experts say data is golden, but only if insurers know how to leverage it
More Insurtech News

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