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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.

Don’t Let Email Marketing Fall by the Wayside

There’s no denying that social media has changed the game for how financial professionals can engage with potential clients. Platforms like Facebook, Twitter and LinkedIn have made it easier than ever to get people talking about important financial planning issues, from wealth transfer to long term care.

Help Your Clients Save on Estate Planning

There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.

Transferring Wealth to the Next Generation

Regardless of income, parents want to make sure they’re able to provide their children with a good life. Passing on wealth to the next generation is often a integral part of this. Fortunately, high-net-worth individuals have more options than most when it comes to wealth transfer planning.