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This white paper details the key features of health savings accounts (HSAs) and why you should consider adding them to your arsenal of tax-efficient retirement planning strategies.

NFW-11427AO

This client-facing article identifies some Medicare misconceptions and recommends using the Health Care Cost Assessment to get a personalized report of estimated future medical expenses.

For clients
NFW-11428AO

Fill out and submit this Health Care/LTC Cost Assessment Fact Finder to generate a personalized report that will help you and your financial professional plan for future medical expenses.

For clients
NFW-11408AO

This client-facing brochure explains Medicare basics such as when to enroll and coverage options, as well as compares coverages among Parts A, B, C, D and Medigap.

NFW-11426AO

This white paper outlines the basics of Medicare, explains the enrollment process, and discusses potential Medicare surcharges and uncovered costs.

For clients
NFW-11422AO

This client-facing resource guide suggests various organizations and tools that could help those approaching Medicare enrollment at age 65.

For clients
NFW-11421AO

With people living longer than in previous generations, this white paper explores 6 topics that you may want to consider in longevity planning.

NFW-11420AO

Clients may not realize that Medicare doesn't cover all medical expenses, and they may need your guidance.

NFW-11684AO

An overview of Original Medicare, Medicare Advantage and the supplemental plans that are available.

NFW-11686AO

No Medicare plan covers long-term care (LTC), so the time to consider LTC coverage is before Medicare enrollment.

NFW-11687AO

Some of the biggest changes to Medicare in years take effect in 2023. Learn what's new.

NFW-11688AO

Our Health Care/Long-Term Care Cost Assessment can help predict expenses, giving you and your clients time to plan.

NFW-11689AO

Clients may not realize that Medicare doesn't cover all medical expenses, and they may need your guidance.

NFW-11425AO

This white paper explains LTC options and considers how to think creatively in planning for long-term care in retirement.

NFW-11424AO

This client-facing guide to how and when to enroll in Medicare also details notable enrollment periods other than the 7-month initial enrollment period around age 65.

For clients
NFW-11488AO

This client-facing guide details what is covered under each Medicare "part" and the related costs, as well as comparing and contrasting Original Medicare and Medicare Advantage.

For clients
NFW-11489AO

This client-facing article compares and contrasts Original Medicare vs. Medicare Advantage, including costs, coverage limits, and guarantees.

For clients
NFW-11490AO

This client-facing article explains why pre-existing conditions and family medical history are important considerations when making Medicare decisions.

For clients
NFW-11492AO

Since long-term care is not covered by Medicare or Medigap, this client-facing article explains why planning for LTC expenses in retirement is so important.

For clients
NFW-11493AO

This client-facing article presents some of the options you have if you're working past your 65th birthday and still covered by your employer's insurance.

For clients
NFW-11494AO

This client-facing article discusses Part D details, including costs as well as potentially changing prescription drug coverages and gaps.

For clients
NFW-11495AO

This client-facing article discusses Medigap as a supplemental insurance, paying out-ofpocket expenses not covered by Medicare's Parts A and B.

For clients
NFW-11496AO

This client-facing brochure lists questions to ask a Medicare broker to better understand Medigap and Medicare Advantage Plan options.

For clients
NFW-11497AO
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Offer your clients a fixed indexed annuity designed to help provide growth opportunities and to protect their retirement savings from certain market risks.

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