Lifetime income and the new economy
By Matt GolabIn turbulent times, lifetime income plans make sense on an emotional and sound financial planning level.
October 11, 2012
Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach ThemAdvisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients children and grandchildren. Heres how you can emulate that success.
October 11, 2012
The whitewater river guide to being a fiduciaryJeff Bucher of Citizen Advisory Group shares why being a fiduciary in todays financial world may be the only thing that can save your clients' finances.
October 11, 2012
Real economyA long-term care insurance producer finds that there's gold in them thar refis.
October 11, 2012
So your client is reaching retirement age in 2012From Social Security to Medicare Part D, your clients have a lot of decisions to make before they retire.
October 10, 2012
Are the boomers impacting your business?The boomers are hitting retirement by the millions. I recently spoke with advisors and industry experts to learn how this influx of boomers has affected their book of business.
October 10, 2012
Don’t let clients be blinded by the 2013 sunset: Tax planning nowThe possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
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