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

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

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 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

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