Search results

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  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
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  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 relationships
  • marriage
  • retirement income
  • retirement planning
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  Tips to Help Clients Build Financial Security

  Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation.

  Client outcomes March 7, 2023

  • client relationships
  • investing strategies
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  Buying LTC Insurance can be similar to buying a car

  There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you.

  Client outcomes February 23, 2023

  • income planning
  • Long-term care
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  Hispanic clients share concerns about financial security

  Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country.

  Business Growth September 26, 2022

  • client relationships
  • diverse markets
  • NF Brand: Pulse
  • practice management
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  10 Social Security insights your clients should know

  Debunk common myths about Social Security to empower clients with accurate information for better retirement planning and financial decisions.

  Client outcomes July 31, 2024

  • client relationships
  • investing strategies
  • retirement planning
  • Social Security
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  Financial planning for DINKs

  The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client.

  Client outcomes June 28, 2024

  • investing strategies
  • retirement planning
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  Financial Planning for Recovering Addicts: Reclaiming Stability

  Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability

  Client outcomes June 27, 2024

  • client relationships
  • retirement planning
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  Investors’ economic worries call for sound guidance from financial professionals

  Our survey shows investor pessimism not backed by current economic data. Discover insights to aid your client discussions.

  Client outcomes June 7, 2024

  • housing market
  • inflation
  • market commentary
  • retirement planning
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  Mind the gap between consumer sentiment and the overall economy

  Consumers are in a dour mood, even as spending reports remain strong. What's behind this divide?

  Capital Market Impact June 5, 2024