The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we should...
For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...
With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this...
The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings.
In a previous blog post, adjunct...
Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities. In...
Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their generational...
There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...
Timing is everything, especially during a client's "accumulation years" when fluctuations in the market can severely impact the value of their investments and retirement assets....
Building your client base, a mix of science and art, is at the core of every successful financial services practice. Even veteran financial advisors and insurance agents can...
