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    How Order of Returns Risk Can Impact Your Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group 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

    Questions You Should Ask Clients to Reduce Delayed Applications

    Posted by Partners Advantage on Thu, Sep 28, 2017 @ 12:00 PM

    To no surprise of anyone in our business, financial professionals often express to me their frustrations with the life insurance underwriting process. When I consult with them, I find myself asking the same important questions:

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

    Are Your Clients Hiding Financial Assets from You?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Sep 20, 2017 @ 12:00 PM

    How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most financial professionals who confidently tell me this are kidding themselves. Why can I confidently say this?

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    Tags: practice management, retirement strategies

    Why Your Clients are Starved for Higher Interest Rates

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Aug 30, 2017 @ 12:00 PM

    What does it take to get a saver to move their money? Apparently not that much. According to an insurance company representative, they are writing new business hand over fist because their company offers the highest guaranteed fixed rate of interest for a specific number of years within a deferred annuity.

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    Tags: annuity, retirement strategies

    Bond Alternatives You Can Use to Strengthen Your Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jul 26, 2017 @ 05:42 PM

    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. 

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

    How IUL Policies Can Provide Your Clients More Benefits with Less Risk

    Posted by Partners Advantage on Wed, Jul 19, 2017 @ 05:14 PM

    There are various products out there that provide your clients with retirement income, and many of the traditional options such as a 401(k), IRA or Roth account come to mind. What many of your clients may not realize is that a properly structured and funded Indexed Universal Life (IUL) policy can provide your clients more benefits with less risk than the traditional options. 

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

    Independent Advisors Should Choose an IMO with a Skilled Support Team

    Posted by Rob Anchondo on Wed, Jul 05, 2017 @ 05:25 PM

    As an independent financial professional and a small business owner, you must leverage every minute you have and every dollar you spend to maximize your efficiency and profitability. One of the best ways to gain resources is to partner with the right IMO (Independent Marketing Organization) that has a skilled staff designed to support your business. 

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    Tags: coaching, practice management, retirement strategies

    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: taxes, Social Security, retirement strategies

    The "Amazon Effect" of Technology on Your Prospects and Clients

    Posted by Partners Advantage on Wed, Jun 21, 2017 @ 05:02 PM

    The "Amazon Effect" is essentially the results of how a digital world has changed business models regarding consumer expectations, interaction, choices, and options. This phenomenon started back in 1994. Since that time, it has changed society as well as many business models in various industries and markets. 

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    Tags: prospecting, practice management, marketing for independent agents, retirement strategies

    Financial Professionals Need to Create Individualized Strategies for All Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 14, 2017 @ 05:34 PM

    Even when your clients have significant retirement resources, it is important to create a comprehensive strategy specifically for them. If you do not do your best to help each unique client, you risk your client's future as well as your own.

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    Tags: coaching, 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.