5 Things Baby Boomers Could Learn from Millennials
64% of American adult employees are on their way to retiring broke. Forty-five percent of them are set to leave the workforce without any retirement savings.
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The #1 Tool for You to Close Annuity Sales Today
If you're an independent agent or advisor, there is one piece of software you absolutely MUST check out. It can save you countless hours!
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Don't Retire Without One
This research shows exactly WHY you need to include annuities in retirement planning and WHAT they can do for you. It's all about retirement ALPHA!
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Three Tax Advantages of Life Insurance
If taxation risk is a concern your client has, show them these three ways that a permanent life insurance policy can provide tax advantaged income.
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The Research of My Trial Retirement
As many of you may have heard, I took a shot at a “trial retirement” this summer. Well now it's time to get back on the road! Here's what I learned...
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Show Clients How to Lock in Gains
The market has been pretty volatile lately. Are YOUR clients locking in gains?
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My Trial Retirement Update
Here's a quick update on my trial retirement. Give it a quick read to learn the lessons I've been learning!
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TINA is back…
I first wrote about There is No Alternative (TINA) a few years ago. It's a major reason why the market just seems to keep moving up. But are there alternatives?
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Your Financial Bunker: Life Insurance
Explain life insurance to clients like this: it is your financial bunker that can provide safety during difficult financial times. It can even have flexibility!
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I'm Going to Work Until I Die
"Work for pay" is a common source of income for many retirement plans, but let me share the facts behind this suboptimal strategy.
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