Could your client lose all in a lawsuit?
When a producer is able to garner a prospect’s asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
Divorce is destroying retirement
Divorce has been linked to extended work and higher poverty levels.
Boomers are making sure the divorces keep coming
Boomers had a very different attitude toward marriage than their parents when they were young, and the numbers show they still do now even as they retire.
17 unexpected expenses in retirement
Help clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
When Clients Divorce: Avoiding the Retirement Income Trap
Retirement income planning’s complications are magnified by divorce. A qualified domestic relations order (QDRO) is often a necessity.
Social Security counseling for divorced spouses
Is your client a divorced spouse starting Social Security benefits? Here are important facts to know.
Divorce and Annuities: A Costly Combination
An annuity can seem harder to split than a marriage.
Breaking up is hell, especially for advisors and clients
A cautionary tale: Clients don't like firing advisors. But when the relationship goes south, they will work through the awkwardness.
Quick, when do you claim Social Security? What do you get if your ex dies?
A survey found that, for workers, the most common source of information about Social Security benefits was friends and family, at 46 percent.
It’s splitsville: Divorce and SPIAs 2015 update
When the annuity is valued for division purposes it always valued relative to the individuals(s) who benefit from the contract.