Retirement advice from 65-year-olds can help your clients’ financial futures In 2024, more American workers will turn 65 than at any point in history. Client outcomes January 22, 2024 client relationshipsretirement incomeretirement planningSocial Security
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
The financial professional’s tech guide: software and tools for client success As client expectations evolve, utilizing financial planning tools can be essential for staying competitive and delivering the highest level of service. Business Growth December 28, 2023
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
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
The benefits of charitable contributions: a guide for financial professionals As we enter the holiday season and days like Giving Tuesday arrive, it's vital to consider the impact of end-of-year tax planning on your clients' philanthropic objectives. Client outcomes November 27, 2023 retirement incomeretirement planning
Student debt and retirement: 6 tips to help guide clients toward financial stability Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt. Client outcomes November 17, 2023 habitsretirement 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
Helping clients understand the financial benefits of marriage Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages. Client outcomes October 26, 2023 client relationshipsmarriageretirement incomeretirement planning
Help clients plan for health care costs in retirement With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle. Client outcomes October 23, 2023 client relationshipsmarket commentaryotherretirement planning
