Selling Long-Term Care in Today’s Market
A catastrophic long-term-care event can wipe out even the most carefully planned retirement, if there is no contingency in place. Three experts offer advice on how to help your clients get coverage affordably. When Prudential Financial said sayonara to the long-term-care insurance market this year (individual in March, group in August), it was the 10th … Continue reading
Building a Successful Retirement Plan
Evaluate your client’s lifestyle’s needs and conduct an income resources inventory. Helping a client create, implement and enjoy a successful retirement plan can be one of the most rewarding and appreciated services a financial advisor can provide. This can be the key to a long-term client engagement that is mutually rewarding. It is simple to … Continue reading
Gen Z – The Next Generation of Investors
Meet Generation Z. They are patient, collaborative and, contrary to popular belief, do not necessarily prefer electronic communication to personal connections. This is according to a new “Gen Z” survey conducted by TD Ameritrade Holding Corporation. Top concerns Ranging from ages 13 to 22, members of this group may seem too young to be thinking … Continue reading
Protecting Gen Y’s Greatest Asset with DI
Education is key to dispelling the myth that financial protection is a discretionary need. As a cross-section of Americans to name their most important fianncial assets and you would draw some predictable responses: 401K plan, and IRA, a home – perhaps a business. Many may not hink about their ability to work and earn an … Continue reading
