Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Annuity Gateway
By David PortIt's a refrain that field marketing executives like William E. Kauffman, Jr., CLU, ChFC, hear more frequently these days from agents and advisors seeking to better serve their clients while boosting their own revenue.
July 20, 2011
Gang of Six: Kill CLASS; Cut Social Security, Health SpendingThe Senate "Gang of Six" negotiators have proposed reducing federal spending by eliminating a long term care program created by the Patient Protection and Affordable Care Act and by slashing Medicare and Social Security spending.
July 20, 2011
Government Debt ‘Major Concern’ for Affluent InvestorsInvestors with more than $500,000 in assets agree that the U.S. government’s deficit is a major concern, a study by research firm TNS found Friday.
July 19, 2011
Gang of Six: Kill CLASS; Cut Social Security, Health SpendingThe Senate "Gang of Six" negotiators have proposed reducing federal spending by eliminating a long term care program created by the Patient Protection and Affordable Care Act and by slashing Medicare and Social Security spending.
July 15, 2011
Annuity infusion: 4 more tips for your practiceA robust annuity book of business isn't handed to you; It's built through preparation, dedication and resourcefulness. Continuing from last week's five, here are three more strategic suggestions to help get you where you want to go.
July 08, 2011
Reducing Medicare Costs through Tax DeferralHealthcare costs are perpetually among the biggest challenges that retirees face. In a recent survey, three out of 10 retirees said that paying for healthcare costs was their single biggest financial concern.
July 08, 2011
Reducing Medicare Costs through Tax DeferralHealthcare costs are perpetually among the biggest challenges that retirees face. In a recent survey, three out of 10 retirees said that paying for healthcare costs was their single biggest financial concern.
July 07, 2011
Top 5 Reasons for Angst Among the WealthyWealthy Americans today are worried about the global political and economic climate and the long-term health of the U.S. economy, according to a survey by Insite Security and IBOPE Zogby International.