Eventually, your clients will need to discuss how their assets will be divided and distributed when the grim reaper comes knocking. You could say that this is what makes the least pleasant among all ...

Personal Capital has partnered with LifeYield to more than double the lifetime benefits its clients will receive from Social Security, according to the two firms. Personal Capital, an online financial ...

Brokers must work with clients to develop and execute a year-round benefits communications plan – educating employees on how they can make more informed choices when it comes to not just choosing ...

Today's employers are faced with creating a package of benefits that supports employee recruitment and retention, meets employee health care needs and preferences and keeps costs under control for ...

One of the key advantages of benefits administration software is that it removes the administrative costs associated with offering more lines of coverage. Many mistakenly think it is hard-dollar costs ...

One of a financial advisor’s most difficult and important roles is helping a client through the challenges of losing a spouse. In addition to the grief of dealing with the death of a loved one, there ...

There’s a huge disconnect between how most pre-retirees perceive Social Security and the importance actual retirees place on this benefit. For example, the average pre-retiree expects Social Security ...

COVID-19 has upended nearly every aspect of modern life – including open enrollment. Workers have become more focused on their benefits package — and how to use it — than ever before. The onus is on ...

Though full retirement kicks in at age 66, clients can begin claiming Social Security benefits as early as age 62 or as late as age 70. Who should claim at age 70? Married couples, advisors say. For ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

The COVID-19 pandemic has changed our lives in innumerable ways—from how we teach our children, to how we interact in public, to how we manage our finances. Faced with a year unlike any other, many ...

Earlier this year, Linedata and Aite released a joint report on the drivers and disruptors of financial services. The study found that one of the top challenges for North American firms in 2017, ...