Financial Planning

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Is Generation X Financially Prepared for Retirement?

From the tech bubble burst to the Great Recession, members of Generation X have had their list of financial woes and notable setbacks impacting their long-term financial planning.


Financial Advice: What Women Want

The majority of the nation’s wealth is expected to soon be controlled by women and if over half of those women prefer to receive financial advice from other women, then men- you’re in trouble.


Help Clients Develop a Comprehensive Succession Plan

It’s never easy to discuss the end of a client’s life, and it can be particularly difficult to navigate the topic of business succession planning.


QLACs Offer New Retirement Strategies

People are living longer than ever before, but the insurance industry has compensated for this change by creating financial flexibility through qualified longevity annuity contracts (QLACs). Because your clients can anticipate living into their 70s, 80s and even 90s, their retirement financial strategies must take into account the need to spread income out over a number of decades once they’re no longer working.


Making Internal Efficiency a Top Priority in 2015

Though the U.S. is moving out of the recession and welcoming a stronger economy, many insurance professionals like yourself are still figuring out how to provide superior services while on tight budgets. The insurance industry is in the midst of an “out with the old, in with the new” movement, and part of reigning in a new era is increasing the efficiency of your internal processes. 


4 Ways to Stay Ahead of Your Competitors in 2015

Every year is a new year when it comes to what retirement advisors can expect from their clients, potential sales and the market. This year is no exception, and many variables such as technology and life expectancy are already shaping 2015. While some trends come and go, staying on top of these changes is the only way to improve your sales process year after year and grow your business.


Surveying the 2015 Landscape for Financial Professionals

Each new year brings with it the promise of changes for financial professionals, and 2015 is no different. The question is: How will you react to these changes and ensure you remain on the forefront of client services?


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