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    Powerful Questions That Help You Map Out a Client's Retirement Journey

    Posted by Mark Triplett on Wed, May 15, 2019 @ 12:00 PM

    Without an agreed upon definition of retirement, it’s pointless to discuss strategies or financial products. Strategies and products aren’t likely to get your clients there in the most efficient manner, when we don’t know where “there” is.

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    Tags: retirement strategies

    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Posted by Mark Triplett on Wed, May 01, 2019 @ 12:00 PM

    You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?

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    Tags: annuity, retirement strategies

    Strategies Your Clients May Want During Uncertain Market Conditions

    Posted by Lori Fogle on Wed, Apr 17, 2019 @ 12:00 PM

     If history repeats itself, we may be headed toward a market correction and that can mean a scary time for your clients. Are you prepared to deliver a message that could save them from potentially losing retirement savings?

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    Tags: annuity, retirement strategies

    Tax Cuts and Jobs Act Strategies for Financial Services Businesses

    Posted by Bill Jackson J.D. CLU on Wed, Feb 20, 2019 @ 12:00 PM

    Tax Cut and Jobs Act (TCJA); short for “An act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” What a mouthful! I think we will stick with TCJA. One of the major areas of complexity in this new law, is its application to pass through entities. 

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    Tags: taxes, retirement strategies

    Is the Split-Dollar Strategy Still Alive in 2019?

    Posted by Bill Jackson J.D. CLU on Wed, Jan 23, 2019 @ 12:00 PM

    Financial professionals should first have a basic familiarity with the Tax Cuts and Jobs Act (TCJA) to evaluate the potential strength of a split-dollar strategy. It is important to know that many clients may have more cash for family protection and retirement planning because of tax reduction. When working with businesses it can be even more important. Many businesses that could not afford executive benefits in the past are now able to afford them.

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    Tags: retirement strategies

    Life Insurance Products for Clients Focused on Wealth Accumulation

    Posted by Scott Turner 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

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

    Posted by Mark Triplett on Wed, Feb 07, 2018 @ 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.

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

    How Your Clients Can Increase Future IUL Contributions

    Posted by Scott Turner on Wed, Jan 24, 2018 @ 12:00 PM

    Financial professionals often look at clients solely through the eyes of an illustration. We assume what a client looks like today will continue into eternity, instead of realizing that life changes over time. One example of this has to do with clients being able to afford higher contributions to an indexed universal life insurance (IUL) policy in the future than what they can afford today.

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

    Importance of Retirement Income Planning Strategies for Your Clients

    Posted by Partners Advantage on Mon, Dec 11, 2017 @ 10:15 AM

    As more companies do away with defined benefit pension plans, the responsibility is left on individuals to ensure that they have enough income saved for retirement. The issue is many people don’t realize the importance of developing a financial strategy now or understand what needs to be done. Help your prospects and clients with a financial strategy that will help them not outlive their savings.

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    Tags: annuity, retirement strategies

    How Order of Returns Risk Can Impact Your Clients

    Posted by Mark Triplett on Wed, Nov 22, 2017 @ 12:00 PM

    One of the most common risks in retirement is order of returns risk (also known as: sequence of returns risk). It is well known within the financial services industry that investing in marketable securities exposes clients to this risk. However, do your clients know that many indexed products are not immune from order of returns risk?

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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.

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