This is the conclusion from Ernst & Young: Using an “investment-only” strategy is inefficient from aretirement income and legacy perspective To download this 18-page study, click on the following link: www.advisorshare.com/ey-retirement-income-study FYI, the concept of “buy term and invest the […]
E&Y Study: The Benefits of Integrating Insurance Products into Retirement Plans Read More »
Recently I did an article titled: What Tax Bracket Will Your Clients Likely Be in in Retirement?(I’m Tired of the Fear Mongering). To read this article, click on the following link: https://advisorshare.com/newsletters I got some blowback from the article and
Income Tax Bracket Inflation Prevents Armageddon Even if Rates Exceed 50% Read More »
Once you learn about the IRMAA penalty, you’ll want to be able to calculate it for clients. OnPointe Retirement Planning software just added the ability to calculate the projected IRMAA penalty for clients. This UNKNOWN but PUNISHING issue is going
Unmask Hidden IRMAA Penalties with OnPointe Retirement Planner Read More »
To download this annual survey (43 pages long with several great stats with charts/graphs that just came out June 25th), click on the following link: https://advisorshare.com/ebri-2024 I’m speaking at the annual Financial Planning Association conference in Columbus, OH, September 18-20
Download the 34th Annual EBRI Retirement Confidence Survey Read More »
Right now, there is one clear leader in the “immediate” income space for Fixed Indexed Annuities (FIAs). After reading this, you may want to learn about the FIA with guaranteed income benefit (GIB) rider used in this newsletter. To do
SPIAs vs. FIAs for Guaranteed Immediate Income…Which is Better? Read More »
I’ve been advocating for 15 years for advisors to get their Series 65 license. Insurance agents should consider getting a 65 license so they can: For Series 7 licensed advisors, they too should consider getting a 65 so they can
Special Online Test-Taking Course for the Series 65 Exam Read More »
Recently I did an article titled: What Tax Bracket Will Your Clients Likely Be in in Retirement? (I’m Tired of the Fear Mongering). To read this article, click on the following link: https://advisorshare.com/newsletters I got some blowback from the article
Income Tax Bracket Inflation Prevents Armageddon Even if Rates Exceed 50% Read More »
To download this annual survey (43 pages long with several great stats with charts/graphs that just came out June 25th), click on the following link: https://advisorshare.com/ebri-2024 I’m speaking at the annual Financial Planning Association conference in Columbus, OH, September 18-20
Download the 34th Annual EBRI Retirement Confidence Survey Read More »
