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Surprising Social Security Stats
Surprising Social Security Stats

Why It Matters: According to AARP Social Security Planning in 2015 and Beyond Only 16% of people 45-64 turn to their financial ... More

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3 Life Insurance Conversations to Have Right Now
3 Life Insurance Conversations to Have Right Now

Why It Matters: Life insurance is a key part of the financial guidance ecosystem. A quality conversation about life insurance with your ... More

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Posted 4 weeks Ago
How Longevity Impacts Estate Planning
How Longevity Impacts Estate Planning

Why It Matters: We’re living longer than previous generations. Increased longevity comes with a new set of concerns. Estate planning ... More

393
Posted 4 weeks Ago
Familiarity Fraud: Scams Targeting Seniors
Familiarity Fraud: Scams Targeting Seniors

Why It Matters: Familiarity fraud (perpetrated by a person of trust) against seniors is a potential danger for your clients. Helping ... More

542
Posted 1 month Ago
Social Security: What Clients Need to Know in 2017
Social Security: What Clients Need to Know in 2017

Why It Matters: Social Security isn’t static. Many years there are adjustments and changes. For 2017, there is an increase to how much ... More

1072
Posted 1 month Ago
Stranger Scams: What to Look For
Stranger Scams: What to Look For

Why It Matters: Scam artists continue to target seniors with a wide variety of crafty cons. Tactics range from aggressive phone calls ... More

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