Retirement Income Planning Just Got a Black Ops Upgrade
Four Threats. One Answer. Let’s be honest: most retirement strategies out there look the same. Layer on some stocks, sprinkle in a bond ladder, add a little Social Security guesswork, and hope your client doesn’t live past 85 or get sick. That’s the plan? Meanwhile, your clients are quietly panicking about four things: Living too […]
‘Tis the Season to Talk Life Insurance and Long-Term Care
Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. Reviews before the holidays give your clients time for more perspective. Either way, ensuring your clients are well-protected and on track […]