Don’t Fall into the Gap

Retirees are facing an income gap when trying to replace pre-retirement income. This chart from  employee benefit research ...

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The First Financial Surprise of Retirement

Is your client prepared for his or her net retirement paycheck? Adjusting to changes in retirement can be overwhelming for retirees when unexpected deductions in projected retirement income sneak up ...

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Advisors Urged to Help Clients Rethink Retirement Savings

The role a Financial Advisor plays in retirement planning is substantial. Often the common focus is on lump sum, however, it is significant to  focus on the income generating power ...

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How Annuity “Doublers” Can Help With Long-Term Care

If your client is looking for alternative options to cover long-term care costs; some annuity products now offer rider options to help cover those unexpected costs. This feature is often ...

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The Case for Federally-Regulated Annuities

The process of purchasing an annuity product is continuing to evolve. Going from a one page application to now a thirty to eighty page application packet. This is just one ...

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The Safest Way to Make Your Retirement Savings Last

With employer sponsored pension plans becoming more extinct and retirement planning left to the individual; what options are you presenting to to your clients for long-term income? This article on  ...

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Good News about the Retirement Crisis

“Those working with financial advisors are on track to replace 82 percent of current income in retirement, compared to 55 percent of income for those without an advisor.” According to ...

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Current Retirement Market

Check out this article, 5 Incredible Facts About the Current Retirement Market by Jeffrey Levine Number three on the list, “..An estimated $324 billion was rolled over to IRAs in ...

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How Big a Role Should Social Security Play in Your Retirement?

How much is your client relying on Social Security for retirement? Check out this article, How Big a Role Should Social Security Play in Your Retirement by Jason Notte. According ...

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Who is your Target Market?

Have you pin-pointed the niche market for your book of business? When is the last time you examined the marketplace and repositioned who you are marketing to? Needless to say, ...

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