Tag Archives: Retirement
Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading
When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.
Part one of three: Choice of Plans Special Guest: Paul Stang
Do your clients like to save time? Would you appreciate seeing an application get completed within 2 weeks of submission? Does an accumulation-focused life insurance policy have potential benefits for your practice? Would automated income in retirement years from … Continue reading
Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.
Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading
Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading
Watch our latest BREW for solutions to get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading
Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading