Is it déjà vu for bonds all over again? Article posted by Kevin Startt With the bulk of 78 million baby boomers set to retire over the next 10 years, the next uptick in interest rates will be much different for holders of life and annuity contracts than ever before. Yogi Berra’s infamous quote should remind indexed annuity and life holders of the trouncing that bond holders took in 1994 and 1970s: "It's déjà vu all over again."
Connecting with CPAs — the new reality Article posted by Anton Anderson Look for ways inside your practice to build this type of team-based relationship with your clients and other professionals. Even if you aren’t the “most trusted advisor,” you can still benefit from an increased closing ratio, more efficient model and additional planning opportunities.
An emerging niche: seniors starting small businesses Article posted by Alanna Ritchie With the economy coming out of a recession and many people transitioning to a new work life, older professionals are using their knowledge and experience to join the start-up movement. You can prepare for advising and selling to this unique consumer market of senior small-business owners by learning about the stages these businesses go through as they develop.