Retirement

Regulatory »

rhayashifd5345
Post-DOL rule: 5 things insurance-only licensed producers can do right now
Article posted by Roger Hayashi
Completely understanding the rule and its implications is a hard task for anyone. But insurance-only licensed producers are facing the most changes. Here's five ways to avoid substantial bumps in the future.

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Retirement strategies »

Marlene Satter
10 worst states to retire rich and watch your money disappear
Article posted by Marlene Y. Satter
Here are the 10 states where you’ll likely end up feeling more like a poor relation in retirement, due to such things as taxes, living expenses, health and Medicare spending.

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Retirement plans »

AskLLOYD!
Helping prospects buy life insurance
Article posted by Lloyd Lofton
Specific examples of how advisors and insurance agents can make sure their clients and their clients' loved ones are covered in case the unthinkable happens.

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Investments »

Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.

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Economy »

Kristen Beckman
10 best and worst states for military retirees
Article posted by Kristen Beckman
WalletHub ranked the best and worst states for military retirees based on the economic environment, quality of life and access to health care.

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