The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
The insurance company may be allowed to alter the deal during the contracted term.
Shifting the focus from why to buy to how to buy.
Planning tips when using this insurance strategy.
A little attention can pay off big time.
Some especially important decisions occur at the point of initial enrollment.
Networking as a series of teachable moments
