Retirement

Retirement strategies »

kstartt
Does rolling the dice put retirement income on ice?
Article posted by Kevin Startt
We use many parables, stories, object lessons, and metaphors to help explain complex financial instruments, and the utilization of a set of dice helps explain exactly what our clients might expect from an index annuity after rolling their money over from a 401(k) plan to an IRA rollover using a pension-like stream of income.

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Investments »

Nichole Morford
100 best sales & marketing ideas: 61-70
Article posted by Nichole Morford
Texting makes life (and prospecting) easier and more efficient.

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Retirement plans »

INERTIA - ASG
​Death, taxes and rising health care costs
Article posted by Mike Padawer
We all know the saying "Nothing in life is certain except death and taxes." Maybe it's time to modify it to "Nothing in life is certain except death, taxes and rising health care costs."

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Economy »

Stephen D. Forman (LTCA)
Your next LTCI sales idea: "Dog bites man"
Article posted by Stephen Forman
We must be our own bullhorns. It's incumbent upon each of us to focus on the positive, both in our lives, our professions and for the industry of long-term care to which we devote ourselves so passionately. Our clients and policyholders deserve nothing less from us.

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Regulatory »

Roccy Defrancesco
Pac Life suspends Section 79 plan sales
Article posted by Roccy DeFrancesco
I just confirmed that Pacific Life Insurance suspended all sales of their Section 79 plan.

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