Posted Sept. 29, 2017
Do Your Clients Have Enough to Live to 100?
Do Your Clients Have Enough to Live to 100?

Why It Matters: People are living longer, which will mean more time spent in retirement. Half of people under the age of 50 have no ... More

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Posted Sept. 22, 2017
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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Posted Sept. 15, 2017
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 Aug. 25, 2017
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

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Posted Aug. 25, 2017
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

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Posted Aug. 11, 2017
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

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