Don’t Gamble with the Golden Years
Tips for market volatility impacting clients at or near retirement Due to the unpredictability of the stock and bond markets, it’s quite possible that a traditional asset allocation strategy may not protect clients from declining asset values and could potentially
7 Facts for Funding College with IUL
IUL for funding college? If you have a client in the market for life insurance, they may be surprised that it may help them save for a child’s — or grandchild’s — college education. Obviously, life insurance is first and foremost purchased
The XX Factor: 7 Tips to Future-Proof Your Practice
More women than men associate negative emotions with financial planning and say they are less confident about managing money according to one study. Shift this trend by taking steps to better engage female clients and build a relationship based on trust
Social Security Marketing: Navigating the Regulatory Landmines
Social Security is a foundational piece of retirement income planning for most Americans. It’s often one of the only guaranteed income sources they will have in retirement. Making the right decisions when it comes to filing for benefits can have
Avoiding Decision Paralysis and Empowering Business Owners in Retirement
Every day, business owners face a multitude of complex financial and business decisions, including how they will fund retirement, when and if they will step-back from the business, tax considerations and issues, long-term care costs and determine how they will
A Fragile Decade: Are You Addressing the Sequence of Returns Risk with Your Clients?
You guide your clients through plenty of risks as they prepare for retirement. After all, retirement is a long game that has many parts to manage, such as taxes, health care costs, inflation, and market risk. When it comes to