Retirement strategies >>

Collaborative planning wins more sales and happier clients
Article posted by Steve Lewit
At the end of the planning process, the client should like the plan created because the plan is, essentially, the one that they designed. Typically, people like what they create. It is not different with financial plans.

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Investments >>

Julius Giarmarco
Exercising substitution powers
Article posted by Julius Giarmarco
Besides being a safe way to create grantor trust status, a swap power gives the grantor the absolute right to reacquire a trust asset, provided “equivalent value” is paid to the trust. Therefore, the grantor does not have to convince the trustee to sell the asset to him or her. Following are some common situations where exercising the swap power can be helpful.

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Retirement plans >>

William Meyer
Top 10 Social Security myths: Part 2
Article posted by William Meyer
These takeaways will help you and your clients demystify Social Security.

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Economy >>

Lew Nason
Providing a lifetime retirement income
Article posted by Lew Nason
There is much to consider when helping clients in their retirement years and many questions that need answers. One of the most important questions for you is: What's more important, the amount of money your clients have invested, or the amount of income they get to spend?

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Regulatory >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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