Retirement

Retirement strategies >>

Mark Fitzgerald
Are you selling products or providing solutions?
Article posted by Mark Fitzgerald
There’s a big difference between selling products and providing solutions. Even though both activities aim to end with a sale, making it your priority to provide solutions first and foremost is a better approach for both your clients and your practice. This is especially true when you are helping your clients plan for retirement and explore annuities as part of their portfolio.

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Investments >>

Julius Giarmarco
How to protect inherited IRAs
Article posted by Julius Giarmarco
Given the vast amount of wealth inside IRAs, careful consideration is required in naming beneficiaries. The Clark v. Rameker decision has brought attention to the advantages and disadvantages of naming trusts as beneficiaries of inherited IRAs.

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Economy >>

kstartt
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."

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Regulatory >>

Dan McGrath
Why was the Affordable Care Act created?
Article posted by Dan McGrath
As the year known as 2014 comes to a close and the new year of 2015 creeps closer, the subject of the Affordable Care Act (ACA) may start to overtake Americans' conversations as the individual mandate may finally be enforced throughout the country.

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Retirement plans >>

Alanna Ritchie
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.

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