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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Category: Financial Planning
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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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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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Simplify Prospects’ Perspectives
Always maintain the simplest perspective possible to perfect your presentation. Doing so will ensure prospects understand the value in what you're saying.
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Cracking the Retirement Income Code: “Hello to Close with Confidence”
In this post, Curtis Cloke contributes content to teach advisors and agents the importance of adapting their retirement-planning toolbox to changing times.
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