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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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.
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!
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!
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.
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...
The market has been pretty volatile lately. Are YOUR clients locking in gains?
Here's a quick update on my trial retirement. Give it a quick read to learn the lessons I've been learning!
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?
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!
"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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