Before reaching Medicare eligibility, many clients find themselves overwhelmed by the headache of healthcare costs. According to Fidelity Investments’ 2024 Retiree Health Care Cost Estimate, a 65-year-old retiring in 2024 is projected to need $165,000 to cover healthcare and medical expenses in retirement. This estimate represents a nearly 5% increase from 2023 and has more than doubled since 2002, underscoring the importance of thorough planning. Yet 55% of those surveyed complain about navigating Medicare options and enrollment.
- Why Agent Retention Is the Real Growth Strategy - March 9, 2026
- Innovation, Regulation, and Trust: The Road Ahead for Indexed Products - February 25, 2026
- The Estate Planning Effect: Analyzing the Current Landscape and Opportunity - February 18, 2026


