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Registered Rep. October 13, 2011 Mark Miller |
Determining Your Elderly Clients' Best-Fit in Medicare Plans You may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by encouraging them to comparison shop for Medicare prescription drug and managed care options during the program's annual fall enrollment season. |
On Wall Street October 1, 2011 Michelle Lodge |
Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement. |
Finance & Development June 2011 |
The Price of Maturity Aging populations mean countries have to find new ways to support their elderly. |
Finance & Development June 2011 |
How Ready for Pensioners? A new index assesses which countries are the best prepared and which are the worst prepared when it comes to meeting retirees' needs. |
Finance & Development June 2011 |
Keeping Smart about the Older Generation Aging populations could throw into question the ability of many countries to provide a decent standard of living for the old without imposing a crushing burden on the young. |
Registered Rep. May 25, 2011 Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
Financial Planning May 1, 2011 Martin Shenkman |
Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family. |
U.S. Banker May 2011 Katie Kuehner-Hebert |
Getting Credit for Stopping Crime Happy State Bank is receiving Community Reinvestment credit and raising their social quotient by funding a program that aims to reduce crime in nursing homes and a VA hospital. |
Registered Rep. April 27, 2011 Kevin McKinley |
Reverse Mortgages Preferable to Selling Mom's Home Many of your Boomer clients have elderly parents who are facing a seemingly unsolvable problem: how to produce enough income to cover increasing living costs without jeopardizing investment principal. |
Investment Advisor May 1, 2011 Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
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