What Do Women Need When it Comes to their Finances? [Infographic]

According to a recent study, more than 85 percent of women are the chief purchasing officer or financial decision maker in their household.


Is 70 the New 65?

When you’re making financial plans with your clients, the traditional age to plan on retiring is 65.


Concerned about Money in Retirement, Women See Value in Financial Advice

How do women feel about their financial future?A LIMRA Secure Retirement Institute survey revealed that among consumers aged 50 -75 with $100,000 or more in household income women are more likely than men to be concerned about running out of money in retirement (46 percent vs. 35 percent).


Life Insurance Awareness: The Women’s Market

Financial professionals are working with more female clients now than ever before. Women are increasingly becoming the primary breadwinner and the financial decision maker of their households. But despite their increased responsibility, many report feeling underprepared when it comes to long-term financial planning.  Learn their top concerns and where life insurance can play a role.


Long Term Care Insurance: Is It Worth The Cost?

When discussing your clients’ financial futures, a great deal needs to be taken into consideration. And while there are some factors you can do your best to predict – the approximate year of retirement, for example, and what the cost of living for a given area will be – there are also a large number of events that could dramatically change the course of your clients’ retirement plans. 


Is a Spousal Lifetime Access Trust Right For Your Client?

As an insurance producer working with high net worth individuals, there are plenty of ways to ensure their families can take advantage of the money they have set aside for them without losing a large percentage of it in taxes.


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