Understanding the Windfall Elimination Provision Explore the complexities of the Windfall Elimination Provision (WEP) to better guide clients through retirement planning. Client outcomes March 29, 2024 retirement planningSocial Security
Navigating Finances After Loss: A Comprehensive Guide for Widows Help your widowed clients financially navigate the loss of their spouse. Client outcomes March 15, 2024 retirement planningwomen in retirement
A less taxing way to cover an IRS tax liability A securities-backed line of credit can help clients who need fast access to cash. Client outcomes February 16, 2024 client relationshipshabitsinvestment strategiespractice management
How to have “The Talk” with clients about estate planning Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations. Client outcomes January 26, 2024 client relationshipsretirement incomeretirement planning
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
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
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
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
Planning for lifetime income with annuities Depending on personal factors like age and risk tolerance, annuities may be a good solution for clients looking to retire with guaranteed income for the rest of their lives. Client outcomes November 29, 2023 retirement planning
