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
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
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
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
How to use in-plan protected income solutions to improve retirement confidence In-plan protected income solutions can go a long way toward building retirement confidence. Client outcomes September 27, 2023 in-plan guaranteeretirement planning
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
Tradition meets innovation: annuity products and technology Integrating traditional annuity products with cutting-edge technology is creating new opportunities for financial professionals. Business Growth August 25, 2023 retirement planning
Clarity is needed to help clients plan for the benefits of life insurance and long-term care Help clear up client’s confusion and start them on a path toward a plan for long-term care and a more secure financial future. Client outcomes July 28, 2023 health careLong-term care
Economic uncertainty has those closest to retirement delaying their plans After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans. Client outcomes June 20, 2023 client relationshipsinflationretirement planning