Income Planning with Death Benefits
How to complement the value of annuities and assets under management
by Herbert K. Daroff, J.D., CFP, AEP
Where do death benefits fit? First, consider insuring others. How old will your parents or grandparents be when you retire? read more
Long Term Planning
How do you protect your clients’ assets under management?
by Sue Devlin
Investment advisors work hard to grow both their client base and the total assets under management. Even so, there’s always attrition as some clients leave and others die, which is normal and to be expected. read more
Best steps to jump-start financial planning for retirement
by Doug Dubitsky
Saving for retirement is one of the biggest challenges Americans will face in their lives. However, with proper retirement planning and saving strategies, they can get the most out of their retirement years.
Trump: Game Change
With the new president comes new tax realities
by Leon C. LaBrecque, JD, CPA, CFP, CFA
The election of a new president always brings about change and this one is a prime example. Under the new Trump administration it is fairly likely there will be change to individual income taxes in 2017, and nearly certain that the economic game will change. read more
Getting Your Clients ‘In Tune’ for a Longer Retirement
Can love songs help solve the longevity-income paradox?
by Carolyn Johnson
For most Americans, it’s difficult not to associate February with love – especially with Valentine’s Day falling right in the middle of the month. And where there’s Valentine’s Day, there’s never a shortage of timeless romantic songs. read more
Women Playing Retirement Catch-Up
Can advisors improve their preparedness?
by Diane Garnick
If your clients had to retire today, would they have enough saved to carry them through a retirement that will likely last decades?
A Push Against the Curse of Aging
Creating confident clients with longevity planning
by William J. Rossi, III CFP, ChFC
How old is the oldest person you know? Believe it or not, there was a time when any American over the age of 65 was considered “old.” But today, that number is much higher as more and more people are living longer lives. read more
A Conversation With Sean McDermott
by Peter Kelley
Sean McDermott is a Senior Analyst with Corporate Insight, a consultancy and research firm focused on developing technological and digital solutions across the financial services domain read more
The Future of Work is Today…
Are you ready?
by Morag Barrett
Look out! In workplaces across the globe, conventional wisdom is being thrown out the window. Everything around us seems to be in flux – from how we conduct ourselves to how we manage others. read more
Compensation And The New Compliance
How the Fiduciary Standard will accelerate change in advisor compensation
by John Ludes
The introduction of a Fiduciary Standard around the provision of advice to ERISA accounts by the Department of Labor has been a seminal event across the Financial Services Industry, forcing change over a broad spectrum of the Industry’s business model. read more
Can ACA Elude the Chopping Block?
How “Repeal and Replace” Has Become “Repeal and Delay”
by James Slotnick, JD
Since the Affordable Care Act was signed into law on March 23rd 2010, Republicans in Congress have worked to repeal the legislation. The culmination of this work occurred last December, when Congress passed the Restoring Americans’ Healthcare Freedom Act and sent it to President Obama’s desk. read more
2017 Life Insurance Planning
Why this could be a strong year despite uncertainty in the tax law
by Mark Peterson
Along with the combined Trump administration and the Republican-led Congress comes uncertainty and change in our tax laws. Both the Trump administration and the Republican tax platform include a proposed repeal of the estate and gift tax along with significant decreases in both corporate and individual tax rates. read more
Can You Volatility-Proof Your Client Relationships?
Building strong relationships by managing expectations and choosing the right communication approach
by Kevin G. Hill, ChFC®, CLTC, AIF®
We have all been taught that communication is fundamental for a strong, successful relationship. As simple as this concept may initially seem, relationships can quickly become tested due to differing expectations and communication styles. read more
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