Financial Planners

Baby Boomers are Largely Ignoring Their Potential Need for Long-Term Care

According to a recent study, just 18% of Baby Boomers are placing a high priority on planning for receiving nursing or long-term care during retirement. Yet, in the same group of people, 45% expected they would need long-term care at some point.

VIDEO: 3 Costly Medicare Mistakes & How to Help Your Clients Avoid Them

In this recording of a live webinar featuring nationally-recognized Medicare expert, Diane J. Omdahl, RN, MS, you’ll learn how you can help your clients avoid three of the most costly Medicare mistakes.

Financial Planners Need to Know Their Medicare Stuff

But, that does not mean that you have to have all those Medicare regulations memorized...

If you're like most financial professionals today, you most likely get questions from your clients (or prospective clients) about Medicare.

Unfortunately, these professionals tell us that they best they can do to help their clients is to refer them to, a local Social Security office or an insurance agent. ...Not exactly an ideal way to handle questions from valued clients.