Top Online Resources for Financial Professionals
Financial Professionals Top Online Resources – A Baker’s Dozen – UPDATED The internet plays a role in the lives of almost every American. I bet that you check your emails, watch…
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Income & Retirement Planning to Combat the ‘Stealth Tax’
Seeking the right advice for retirement planning throughout one’s working years is key to building a balanced portfolio. In fact, those savings years is referred to as the “accumulation phase,”…
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Retirement Plan Investment Strategies
Plan Your Investment Strategies Around Your Current Taxes & Your Retirement Plan Retirement plan is impacted by your tax bracket. Reaching a higher tax bracket can cost you money, but…
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Retirement & Income Planning: How to Save for Retirement If You’re a Millennial
If you’re concerned about having enough to live on when you retire, you’re right in step with other Millennials. Seventy-two percent of Millennials are already saving for retirement, and the average age they begin is…
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Study Shows Millennials are Looking for Retirement & Income Planning Guidance
“The secret of getting ahead is getting started.” Mark Twain Throughout one’s working life, it’s not always about saving judiciously and investing wisely. Such efforts can fail to pay off without…
Read More Retirement Choices: CDs and Annuities Offer Taxable Returns Now or Tax Deferred Growth For the Future
Retirement Choices It can be confusing for your clients to discern whether certificates of deposit or annuities are a better investment for their retirement future. On second thought, perhaps the…
Read More Top 25 Online Resources for Financial Professionals
Today, the internet plays a role in the lives of almost every American. From checking your emails on a smart phone, to watching funny Youtube videos, to buying and trading…
Read More Watch your indexed annuity business ‘boom’
The largest, wealthiest, and perhaps most influential body of Americans are currently retiring, and they are doing so in droves. The baby boomer generation, traditionally defined as those who were…
Read More Advisors: Annuities Are Most Requested Product
Source: Source Media, Inc. Advisors report that clients request annuities more than any other unsolicited product, according to new research from Cerulli Associates. Annuities ranked sixth in 2011, but interest…
Read More What do boomers think about fixed indexed annuities?
Last week, we asked seniors what they thought of fixed indexed annuities (FIAs). Now, we give boomers a chance to give their opinion on this important retirement product. Have they…
Read More Indexed Annuities: Back to the Basics
For years, indexed annuities have provided a strong value proposition to those saving for retirement: guaranteed safety of principal while having the ability to earn limited interest based off of…
Read More Indexed Life as a Replacement for Indexed Annuities? IUL should only be sold to fulfill a life insurance need.
If you asked me four years ago what the average cap was on an indexed annuity’s annual point-to-point crediting method, my response would have been, “a decent 6.86 percent.” Today,…
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