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As expenses escalate and employer-sponsored coverage declines, you may be called on to help clients manage their health care. These 10 tips can help you get started.
Horsesmouth Essential: Elder-planning specialist Dana Shilling outlines the controversy surrounding long-term health-care insurance, and explains how you can help protect clients from excessive premiums.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025