Tag: Retirement Income
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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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015 Have you helped your clients build a great retirement savings nest egg?
Have you helped your clients build a great retirement savings nest egg? Gordon Sylvester, head of GamePlan’s life insurance and fixed indexed annuity …
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014 Best Product for Retirement Income: Life Insurance or Annuities?
In today’s episode, we debate what is the best product to meet your client’s retirement income needs – life insurance or annuities? Both have the abil…
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010 Why are annuities on the rise?
In the news – In an “InsuranceNewsNet” article LIMRA predicts that while both income-focused annuity product sales and accumulation-focused annuity p…
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009 When is a plan, actually a plan?
In the news – In “The Motley Fool,” Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year….
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007 Low Interest Rates and the MYGA Option
In the news – The New York Times recently published a fairly bleak outlook for interest rates. In , Neil Irwin suggests that there is no underlying ec…
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006 2019: The Need for Predictable Income Will Only Grow
In the news – Kent Sluyter wrote a very good article predicting key trends in the annuity world in 2019 for Insurance News Net. Mark, Will, and Paul e…
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005 When is a 0% Loss Better Than a 20% Gain?
In the news – Sean Ruggiero on Insurance News Net makes an interesting case for purchasing an FIA rather than investing in the market. In , Sean sugge…
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003 Ways to Ride the Market Roller Coaster In Retirement
In the news – Our hosts discuss an article in the Winston Salem Journal written by Larry Hungerford called, “Too much volatility. How about no-risk in…
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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…