To download the 2025 updated 18-page White Paper, click on the following link: 401(k) Marketing Platform Guarantees $2.5 million in AUM within 120 days Webinar—March 13th at 3:00 p.m. EDT If you missed last week’s newsletter, you can still sign […]
18-Page Asset Based Long-Term Care White Paper (Advisor-Branded) Read More »
To download the 76-page advanced markets Q&A on annuities, click on the following: www.advisorshare.com/annuity-advanced-markets-q-a It’s rare that I read something an insurance company puts out and think it’s “of quality” to include in one of my newsletters, but this is
Annuity Advanced Markets Q&A Download (it’s good!) Read More »
Medicare premiums are expected to rise substantially! The following are from the 2024 Medicare Trust Fund Report as it pertains to projected cost increases: Medicare Part B: -2024–2033: Projected average annual increase = 8.2%-2034–2048: Projected average annual increase = 5.5%-2049–2098:
Not Accounting for Medicare/IRMAA Sets Clients Up for Retirement Failure Read More »
JP Morgan and Transamerica released NEW retirement studies that included data on how much retirees actually spend vs. what they thought they would spend. The conclusion, surprisingly, is that many people spend LESS than what they thought they would spend.
Retirees Actually Spend Less in Retirement—Two New Studies Show Read More »
What Tax Bracket Will Your Clients Likely Be in in Retirement?I’m Tired of the Fearmongering! By: Roccy DeFrancesco, JD, CAPP, CMPCopyright 2024 This is a question that I do NOT believe most advisors have a good answer for. And this
