It’s clear that producers are already starting to feel the impact of healthcare reform as they experience continuing pressure on their compensation. Fortunately, a market opportunity currently exists that can help remedy this situation. By offering supplemental individual disability insurance (IDI), producers can not only help enhance their revenue stream, but they can also provide key executives with a complete income protection solution that they may be missing.
“Two topics not often addressed are essential to better understand the dynamics of gray divorce and break-up of long-term relationships. These topics are financial infidelity and lack of synchronicity in retirement planning. Being on the cusp of retirement and facing divorce, financial reality is exposed… ”
Lili Vasileff, CFP®, MAFF™, CDFA™ writing this month’s lead story on the impact of ‘gray divorce’ on mature retirement plans.