Retirement

Retirement strategies >>

Roccy Defrancesco
Agents, beware of IMOs offering RIA services
Article posted by Roccy DeFrancesco
Anytime there is money to be made, independent marketing organizations typically will smell the money and will act to get a piece of the pie. It’s not that I blame them; it’s that IMOs in general do such a poor job with providing the “best” options to insurance agents who truly want to provide the best advice to their clients.

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Regulatory >>

Arthur Postal
Is the insurance industry using TRIA to pursue agendas?
Article posted by Arthur Postal
Terrorism Risk Insurance Act reauthorization legislation is the only likely remaining vehicle Congress will have to deal with insurance issues.

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Investments >>

Tony Walker
The 7 costly mistakes your clients make, Pt. 4: Stockpiling hay for everyone else but themselves
Article posted by Tony Walker
Be sure to talk to your clients about whole life and the split annuity concept to see which choice is best for them and their situations, and if they’re viable options for their portfolios. You’ll be glad you did, and your clients will most likely worry less about their retirement as a result.

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Retirement plans >>

Paul Cross
LIBRs and GLWBs: What agents need to know now
Article posted by Paul Cross
In addition to lifetime income provisions, including the payout factors that can impact the income stream, here are some factors agents need to know now relative to optional income benefit riders, LIBRs and GLWBs.

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Economy >>

Paul Wilson
Stuck in the middle with you
Article posted by Paul Wilson
Many boomers find themselves in the unfamiliar role of providing support for both aging parents and children struggling to achieve financial independence. As pressures mount, many are turning to their advisors for support—and it isn’t limited to financial advice.

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