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, […]
02/01/2023 Advance Care Planning: A Critical Component for Building Client Relationships Rebroadcast at 12-1 PM EST 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 […]
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. […]
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 […]
Understanding How Different Types of Annuities Work Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many […]
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: 4.7 / 5 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for […]
Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang It is important that your clients have a clear understanding of costs relating to their future health expenses […]
The Value of Safe Home Care Buy now for $29 Overall Rating: 4.7 / 5 The Value of Safe Home Care – Phil Bongiorno The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with a chronic […]
Medicare Advantage vs. Medigap: Which plan is right for your clients? Buy now for $29 Overall Rating: 4.5 / 5 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini When it is time to sign up for Medicare, your clients are faced with two seemingly simple options: […]
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Buy now for $29 Overall Rating: 4.4 / 5 Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. Yet, this may […]
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Buy now for $29 Overall Rating: 4.7 / 5 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland, Esq. Understand the asset preservation strategies that are available to your clients. The average cost of nursing […]
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Buy now for $29 Overall Rating: 4.5 / 5 A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann As our clients age, some of them will develop diseases such as Alzheimer’s or other […]