Preparing your clients for the Great Wealth Transfer Financial professionals can bring tremendous value to clients and beneficiaries by helping them prepare for an efficient transfer of wealth to the next generation. Client outcomes January 23, 2024 practice managementretirement incomeretirement planningtaxes
Are your clients risking it all on long-term care? As a financial professional, your mission transcends helping clients build wealth. It also includes safeguarding their hard-earned assets from potential risks, like the cost of long-term care. Client outcomes January 19, 2024 client relationshipsLong-term care
Financial planning tips for blended families When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional. Client outcomes January 4, 2024 retirement incomeretirement planning
Advising through the silver splitter phenomenon: a guide to gray divorce Gray divorce is on the rise—but how will it affect your clients? Client outcomes December 21, 2023 retirement incomeretirement planning
Help business-owner clients improve employee benefits in an uncertain environment As a financial professional, now is a great time to be talking with business-owner clients about adding policies such as corporate-owned life insurance (COLI) into their financial plans. Business Growth December 5, 2023 business solutionsemployee retention
Financial information online: The good, the bad, and the just wrong Financial professionals offer calm and clarity as clients seek financial guidance online. Client outcomes December 1, 2023 client relationshipsincome planningretirement planning
Extraordinary Conversation: Addressing the long-term care challenge Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life to dig into some of the survey findings and discuss implications for financial professionals. Client outcomes October 31, 2023 Long-term care
Why retirees still need to plan for healthcare costs Helping your clients plan ahead for healthcare costs remains a crucial part of the retirement planning process. Client outcomes October 17, 2023 health care costsLong-term carewealth transfer
How to help clients maximize Medicare and Social Security benefits Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs Client outcomes September 14, 2023 health careretirement planningSocial Security
Richcession? Rolling recession? What to expect for the economy going forward Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future. Capital Market Impact September 13, 2023 consumer spendingeconomic commentaryeconomic growthinflation