In this multi-part series, advisers share how the transition from retirement to healthcare changed their client strategies.

A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred.

Trua's platform delivers continuous, automated verification of broker-dealer and RIA registrations, licenses, exam credentials and disciplinary history.

Websites, blogs and newsletters represent an opportunity to demonstrate educational expertise, while social media should reflect personality.

Most employers expect to have a greater reliance on advisers over the next five years amid growing demand for data driven-insights about the value of benefits.

Seamless integration helps advisers sell income-protection upsell and cross-sell products to better meet the financial needs of employees.

Matt Ohrt didn't know much about the dysfunctional U.S. healthcare system until immersing himself in the details changed everything.

Amid high-profile, class-action lawsuits over inflated prescription drug prices, advisers are urged to cement a fiduciary process for employer clients.

Chris Wolpert learned the power of publishing in getting across his benefits-advising message, earn street cred, and court prospective clients.

In the final installment of this series, advisers share the lessons they now apply to their healthcare and sales strategies.

Advisers with spinal issues of their own learned first hand how to improve the design and management of high-cost health plan claims.

Utilizing a cash-pay model helped several advisers find recovery from their MSK conditions.