Tag: Consumer Education In Finance
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019 Lower Interest Rates and Client Conversations
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on th…
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018 Really Getting to Know Your Client…on an Emotional Basis
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no s…
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013 What do horror movies and insurance regulation have in common?
What do horror movies and insurance regulation have in common? Just when you think the monster has been killed, the last scene hints that the horror …
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012 Many people spend more time planning for vacation than retirement
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today’s show, we cov…
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004 Putting a Friendlier Face on Annuities
In the news – The New York Times recently profiled a series of startups focused on delivering a new class of annuities directly to consumers. Mark, Wi…
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002 Caps, Participation Rates and Retirement
In the news – Our hosts discuss an article that appeared in the Aiken Standard by Greg Roberts called “ON THE MONEY: Another look at indexed annuities…