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  Women seek retirement confidence after COVID setbacks

  Financial professionals can help their women clients find opportunities to build their retirement confidence.

  Client outcomes January 12, 2022

  • client relationships
  • women in retirement
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  What’s new with retirement plans?

  Here's a look at key proposed legislative developments relative to retirement plans.

  Client outcomes November 18, 2021

  • legislation
  • retirement planning
  • RMD
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  Long-term care misperceptions present planning and practice growth opportunities

  Our recent survey uncovered widespread long-term care misperceptions across all age groups.

  Beyond Investing November 16, 2021

  • client relationships
  • Long-term care
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  The importance of long-term care planning for LGBTQ+ clients

  LGTBQ seniors often have additional concerns and may face additional challenges when planning for safe, high-quality LTC.

  Client outcomes November 9, 2021

  • client relationships
  • lgbtq
  • Long-term care
  • retirement planning
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  Three Financial Planning Tips for Seniors

  Here are three things that seniors may want to consider to help ensure their retirement income plans work smoothly.

  Client outcomes November 3, 2021

  • client relationships
  • retirement income
  • retirement planning
  • taxes
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care
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  How Are You Celebrating National Estate Planning Week?

  Estate planning is a vital component of financial wellness and is important for your clients.

  Practice Management October 18, 2021

  • client relationships
  • estate planning
  • legacy planning
  • retirement planning
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  Medicare 101: Understanding Healthcare in Retirement

  Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics.

  Client outcomes October 13, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  Why is Estate and Legacy Planning Important?

  Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust.

  Client outcomes October 4, 2021

  • client relationships
  • legacy planning
  • retirement planning
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  Two Key Retirement Benefits Farmers Might Miss

  Farmers need the help of financial professionals when it comes to retirement income planning.

  Client outcomes September 9, 2021

  • income planning
  • land as your legacy
  • retirement planning
  • Social Security