The new app will provide individuals with a complete view of their financial picture, inclusive of workplace benefits and savings accounts.
Tag: Health care
The partnership seeks to automate health care price data to reduce administrative and contracting burdens for individuals, employers and health care providers.
The application uses HealthView Services data to allow advisers to help their clients make more comprehensive income plans.
Clams paid this year represent a $2 billion increase over the total benefits paid by the long-term care insurance industry in 2018.
The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.
Those that enter retirement married have the most resources to handle care needs, while women who are unmarried have the least, according to a new survey.
Join us this afternoon at 2:00 p.m. EST for the next edition of the 2021 Practice Progress webinar series. The topic is The Future of Health Care—and What It Means for Retirement Planning.
The offering is billed as a new and affordable way for independent financial advisers to obtain ACA-compliant medical health insurance for themselves, their licensed staff and their families.
Simply put, a lack of insight and advice means Americans are failing to take full advantage of health savings accounts (HSAs).
CoveredAdvisor2.0 is delivered in collaboration with Decisely Insurance Services and Humana.
Changes in health commonly cause early retirements, according to CRR researchers, as do spousal retirements and marital status changes.
When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.
Ninety-one percent believe their savings will last throughout their lifetime, MassMutual found in a survey.
But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in a survey.
While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.