Why High Net Worth Individuals Still Need Wealth Planning

Most of your clients have worked hard to amass their wealth.


Creating a Financial Plan with Baby Boomers

The U.S. is currently faced with the largest generation in its history to reach retirement. And while the baby boomers broke records due to the massive population spike, that doesn’t mean the should reinvent the age to retire.


Twitter for Producers: Learn the Basic Commands

It’s likely that a person with your sales experience has figured out face-to-face networking events, but when it comes to digital networking, you may feel a bit lost. Communicating in the digital space is essential to 21st century networking and key to expanding your financial practice. You know your competitors are on Twitter and you can’t shake the notion that you should be too.


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).


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