Several legislative changes are on the horizon that will impact retirement planning, including an end to the popular strategy for claiming Social Security benefits. Here’s what Washington lawmakers have in their crosshairs....More
Long-term care is required when a condition, trauma or illness limits our ability to carry out basic self-care tasks, such as bathing, dressing or eating. Here are some recent facts about trends in LTC insurance:...More
What do all the people in Column A have in common that none of the people in Column B share?...More
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Retirement Cornerstone® is a multi-stage variable annuity1 built to adapt to your clients’ changing lives by helping them seamlessly transition from growth potential to guaranteed income for their retirement and legacy, all in one place....More
These articles from the Investments & Wealth Monitor focus on asset allocation, including taking tactical investment management from theory to implementation, behavioral insights into risk tolerance and decision making...More
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More