How many clients come to you, their financial advisor, and express concerns about retirement? Some fret over paying unexpected medical expenses. Others worry about having too much debt. Many simply worry, “Will I be able to save enough money?” Helping
Category Archives: Advisor Blog
4 Key Factors to Consider When Planning for Retirement – Advisor’s Edition
What Is a Good Monthly Retirement Income?
The question of when to exit the working force has only become more complex over time. In addition to the COVID-19 pandemic draining the pockets of hopeful retirees, the resulting economic downturn and inflation have also made retirement seem unattainable
Retirement Questions for Financial Advisors
A significant part of helping clients retire is navigating your client’s many concerns and questions about exiting the working world. Although the prospect of retirement is often an exciting time, it can also be filled with uncertainty and worry. This
Benefits of Retirement Planning
As a financial advisor, it’s not uncommon to hear clients who are nearing retirement wonder, “Is it better to retire or keep working?” Younger clients may ask things like, “What is the most important factor in retirement planning?” Retirement—and all
Retirement Planning Advisor Life Settlement Use Cases
Even the best retirement financial advisor may never have facilitated a life settlement for a senior client. But life settlements are helping people retire with more cash on hand and fewer recurring bills on a fixed income. Life settlements yield
How Much Do You Get for Selling a Life Insurance Policy?
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4-minute read) Most people purchase life insurance when they are looking for ways to protect their family’s financial stability in the event
The Case for Elder Care Specialists in Financial Advising
(3 Minute Read) It’s hard to decide on a single reason that we need more genuinely-committed elder care specialists in the financial planning industry. Is it simply based in numbers, because over 13% of the US population is aged 65
4 of the Worst Estate Planning Mistakes and Their Consequences
(3 Minute Read) Fewer than half of American seniors have a will or trust document, according to Caring.com’s survey of adult children. That means a huge population of potential clients aren’t even considering estate planning. However, even if clients have
2017 Health Insurance Marketplace Open Enrollment
(2 Minute Read) With the Health Insurance Marketplace entering its second consecutive year, it’s still a new and mysterious thing for many people, especially those who haven’t been properly educated on the subject. For 2017, we wanted to examine some
The Big Misunderstanding About Term Policies
(3 Minute Read) Many advisors believe that term life insurance policies are worthless once the need is gone or the term expires. But there’s a big opportunity that most advisors miss out on with term policies, and they’re letting it
