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    Bond Alternatives You Can Use to Strengthen Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 20, 2020 @ 12:00 PM

    For Archival Purposes Only

    In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. However, they will probably suggest bonds be used in a portfolio as a hedge against stock market losses to reduce overall portfolio risk. But is that always the right answer?

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies

    Protection Beyond the Pandemic

    Posted by Bill Jackson J.D. CLU on Wed, May 13, 2020 @ 12:00 PM

    During this COVID-19 pandemic the future is uncertain. One thing that is certain is Americans, generally, are underinsured and many families and businesses need the protection offered by life insurance now more than ever.

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    Tags: IUL (indexed universal life insurance), Virtual Selling

    4 Ways Clients Can Use Life Insurance in a Retirement Income Strategy

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 06, 2020 @ 12:00 PM

    When I think of a retirement strategy, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income strategies for my clients, I’d argue that investing is the easy part of the process. Here's what I mean...

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    Tags: IUL (indexed universal life insurance)

    Do Your Clients Have Lazy Money?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Apr 08, 2020 @ 12:00 PM

    When it comes to wealth management, your client's money can do two things: It can earn interest or buy stuff. The problem is that many clients have "lazy money" just sitting around not working towards their financial goals and objectives. Money gets "lazy" when it is not being used to do one of the two things it can do with respect to wealth management.

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    Tags: IUL (indexed universal life insurance)

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies, Inherited IRAs

    Why Millennials Might Be Your Next Target Market for IUL Insurance

    Posted by Lori Fogle on Wed, Nov 13, 2019 @ 12:00 PM

    I recently read an article on CNBC that said millennials would need to save a whopping 40% of their income over the next 30 years to be able to live off half their salary in retirement. Reading that, you might be thinking the same thing I was -- 

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    Tags: IUL (indexed universal life insurance), retirement strategies

    Why Your IUL Illustration May Require a Second Look

    Posted by Bill Jackson J.D. CLU on Wed, Sep 04, 2019 @ 12:00 PM

    Although the general trend in product popularity has stayed the same with little change in the market share for Indexed Universal Life, Whole Life, Guaranteed Universal Life, and Term,  there are certain aspects of the life insurance space that are changing dramatically. 

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    Tags: IUL (indexed universal life insurance)

    Understanding Two Types of Life Insurance Premium Finance Options

    Posted by Bill Jackson J.D. CLU on Wed, Jun 12, 2019 @ 12:00 PM

    Premium financing can be a valuable financial tool, but the strategies behind it can be complex. Before you discuss the topic with a client, you need a clear understanding of premium finance options because this must be set up and managed correctly.

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    Tags: IUL (indexed universal life insurance)

    Non-Medical vs Underwritten Life Insurance Policies

    Posted by Partners Advantage on Tue, May 01, 2018 @ 10:25 AM

    In the life insurance application process we often hear, “I do not want to take a medical exam…” While not every type of life insurance plan requires a medical exam, there will be times that it’s necessary when applying for coverage. Is one type better than the other? No. It really just depends on the needs of your prospects/clients, and if they are eligible for a non-medical option.

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    Tags: IUL (indexed universal life insurance)

    Life Insurance Products for Clients Focused on Wealth Accumulation

    Posted by Partners Advantage on Wed, Feb 14, 2018 @ 12:00 PM

    There are many cash-value life insurance products for clients who are focused on protecting their loved ones, wealth accumulation and tax-free distributions. The differences between these products can significantly impact the wealth accumulation potential of the policies. Let's examine the various cash-value products available and determine the top life insurance products for this purpose. 

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    Tags: IUL (indexed universal life insurance), retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.