3 Defenses Against Retirees' Biggest Challenge
If your clients fail to plan for this threat, everything else is likely to fall to pieces.
Why Most US Pension Plans Will Shaft Their Participants
The world is already facing a $427 trillion retirement savings shortfall.
15 of the best insurance and finance websites for the New Year
Use these websites to help you formulate and then ask powerful questions about your prospects and their families, businesses and futures.
Make IRS.gov your friend
To be the best insurance and financial professional possible, you need access to accurate and dependable information.
Addressing the fear inside your client
The fear and uncertainty our clients are feeling right now is much more severe than we realize.
Tackling 2 top retirement issues: What clients need to know
Rising health care costs could delay or prevent prospects and clients from retiring, writes Van Mueller
Tax planning is vital for retiree financial success
Taxes can be the start of so many wonderful conversations with prospects and clients about something they hate to pay.
The value of advisors: it’s about asking the right questions
If you ask your prospects and clients the right questions, they will share their hopes, dreams and fears with you.
When teaching clients, repetition and questions are key
Questions help our prospects and clients recalibrate what they perceive to be conventional wisdom.
Covering health care costs in retirement: tools you can use
Several studies find that a married couple will require $250,000 to $500,000 to meet health care costs in retirement.