Archive for 2. PROTECT from Retirement Risks

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #3 for Advisors

Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #2 for Advisors

Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #1 for Advisors

Takeaway #1: Should I age in place or move to a retirement community? When we talk about the different choices your older Americans have, there are really two overarching choices. The first is certainly to stay in their own home. Most people want to stay in their own home. You’ve probably seen the statistics that […]

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Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Online Retirement CE Professional Development Courses, Overview Level Courses

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A Missing Link: The Broadening Extended and LTC Planning Options

A Missing Link: The Broadening Extended and LTC Planning Options Buy now for $29 Overall Rating: 3.8 / 5 A Missing Link: The Broadening Extended and LTC Planning Options – Carroll Golden Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Protecting Your Clients From Financial Abuse

Protecting Your Clients From Financial Abuse Buy now for $29 Overall Rating: 4.8 / 5 Protecting Your Clients From Financial Abuse – Bob Mauterstock Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Online Retirement CE Professional Development Courses, Overview Level Courses

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Maximizing Your Clients’ Social Security

Maximizing Your Clients’ Social Security Buy now for $29 Overall Rating: 4.7 / 5 Maximizing Your Clients’ Social Security – Matthew Allen With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions. The average couple receives over $1 million in […]

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Advance Care Planning: A Critical Component for Building Client Relationships

Advance Care Planning: A Critical Component for Building Client Relationships Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health […]

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Medicare 101 – The As, Bs, Cs, and Ds of Medicare

Medicare 101 – The As, Bs, Cs, and Ds of Medicare Buy now for $29 Overall Rating: 4.3 / 5 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture […]

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Building a Generational Practice with Extended and Long Term Care

Building a Generational Practice with Extended and Long Term Care Buy now for $29 Overall Rating: 8.5 / 10 Building a Generational Practice with Extended and Long Term Care – Carroll Golden Combine an aging population, increasing longevity, a shrinking birth rate and we have real insight into an emerging caregiving tsunami. COVID-19 has shown us […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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A Platinum Retirement Challenge – Gray Divorce

A Platinum Retirement Challenge – Gray Divorce Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. […]

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Impact of Retirement Age Uncertainty on Retirement Outcomes

Impact of Retirement Age Uncertainty on Retirement Outcomes Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on […]

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