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  • Not All Early Withdrawals Are Consequence-Free
    Not All Early Withdrawals Are Consequence-Free

    How advisors can get employees back on track

    by Joel Mee

    The CARES Act, a piece of legislation connected to the COVID-19 stimulus package passed by the U.S. government back in March, was created to assist those experiencing financial hardship due to the pandemic.
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  • Codifying Inclusion & Diversity Into Corporate Cultures
    Codifying Inclusion & Diversity Into Corporate Cultures

    Looking inward to drive lasting industry change

    by Mike James

    Racial injustice is not new to our country, just as the barriers facing Black and brown individuals are not new to our industry. In the wake of events that remind us just how far we have to go, and as I hear the voices that are calling out injustice, asking questions and articulating ideas to…
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  • Advising People of Color On Retirement Risks
    Advising People of Color On Retirement Risks

    Understanding a client’s cultural background can help create a tailored retirement strategy

    by Cecilia Stanton Adams

    Understanding a client’s cultural background can help create a tailored retirement strategy by Cecilia Stanton Adams Ms. Adams is Chief Diversity and Inclusion Officer, Allianz Life Insurance Company of North America. Visit www.allianzlife.com Despite many people of color (POC) reporting feeling prepared for retirement, some of the steps they are taking to prepare for retirement…
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  • Financial Planning in a Post-Pandemic World
    Financial Planning in a Post-Pandemic World

    Investors are anxious… and in need of your help

    by Craig Hawley

    We have been living with COVID-19 for months now, and uncertainty persists. Many Americans continue to face unemployment, and the labor market remains almost 13 million workers shy of its February peak.
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  • Reimagining Capitalism
    Reimagining Capitalism

    How the pandemic has informed new thinking on global economic growth

    by Jim McDonald

    Every year, we publish our Capital Market Assumptions Five-Year Outlook, which includes six global investment themes we use to identify the trends we see affecting the markets and economy over the next five years.
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  • A Conversation With Gina Birchall
    A Conversation With Gina Birchall

    Embracing Life

    by P. E. Kelley

    September is Life Insurance Awareness Month, the embodiment of a strategic effort by numerous industry constituencies to provide a sharper focus on the importance and immutable efficacy of our life insurance products.
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  • Pandemic Planning
    Pandemic Planning

    A new virtual reality for benefits open enrollment

    by Bob Ruff

    It may not have arrived with flying cars, a robot housekeeper or food in a pill, but the future of benefits enrollment is nonetheless upon us. The pandemic, and the difficult economic climate it has created, has moved employers to quickly acclimate to the many challenges of virtual management — including keeping payroll and HR…
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  • Engaging Gen-Z
    Engaging Gen-Z

    Five strategies that focus on their health & wealth

    by Kevin Robertson

    Generation Z, or those born between 1996 and 2012, are joining the workforce at an increasing pace with more than 70 million young adults falling in this generation, and they are taking an active role in managing the intersection of benefits and their finances.
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  • The Income Protection Mindset
    The Income Protection Mindset

    What healthcare professionals need to know

    by Jeff Brunken

    What healthcare professionals need to know by Jeff Brunken Mr. Brunken is President of MGIS, a leading national insurance program manager experienced in building and managing specialized insurance programs for healthcare professions. mgis.com Most working adults would never consider going without a life insurance policy, but disability insurance is still an afterthought for many people.…
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  • The Finance Of Today’s Higher Education
    The Finance Of Today’s Higher Education

    Three tips to maximize college savings

    by Jill Erps

    On the heels of College Savings Month, September may seem like an odd time to start thinking about college savings. But back-to-school time is the wakeup call most parents need to get serious about planning for their child’s higher education.
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  • Wired For Success
    Wired For Success

    Eight Ways to successfully manage a remote team

    by Jeff Swett

    Face-to-face interaction has always been an important part of American culture and other cultures around the world. Handshakes, hugs, eye contact, facial expressions and other visual cues are all critical to understanding people, forming opinions, interpreting situations and establishing a strong EQ.
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  • Preparing For Your Passing
    Preparing For Your Passing

    How your clients can make smart financial decisions for difficult circumstances

    by Ellen Klein

    Death may be an uncomfortable subject, but it’s one of the only guarantees in life. As unsettling as it may be, it’s important to prepare for it financially, for your benefit and those left behind.
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  • Big Data Creates Big Opportunities For Your Business
    Big Data Creates Big Opportunities For Your Business

    Regardless of size, any enterprise can leverage the power of numbers

    by Jill J. Johnson, MBA

    Big data is critical to business success because it provides leadership with important insights and information. Large enterprises use sophisticated systems to track data and often have internal analysts on their team to crunch their numbers. Or, they hire outside experts to do it for them.
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