Estate planners have a few more considerations for clients to address. The report “Estate planning in the 21st century: New consideration in a changing society” found 15% of Americans care for a parent. Of those, 58% provide personal and financial care, but only 33% made plans to continue care if they die unexpectedly. Most don’t believe their loved one will outlive them. According to the report, 61% of Americans own a pet, 77% believe a pet should be included in estate plans, but only one-third made plans to do so. Almost all had an online presence through one financial tool, but only 43% have made provisions for those assets. Intangible digital assets can include financial statements, online investment accounts, loyalty programs, email, websites and social media accounts.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
How to use digital marketing to increase appointments.
Find out how you can get qualified and closable annuity leads.
Use this tool to help your clients understand more about Health Savings Accounts and the role they play in their financial future.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...