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Half of those without a plan believe it’s not necessary according to new Nationwide Financial Small Business Survey, while younger owners seem to have a better grasp of succession plan importance.
Underinsured group life owners, $100,000+ households and couples age 45 or older with no children have been identified as three key segments that provide great opportunity for life insurance agents to help them obtain proper levels of coverage.
New survey shows small business owners are highly optimistic about 2017 – much more than the general public – with plans to hire, grow, and minimize taxes. This shift in attitude means a renewed interest in financial planning, with 55% saying they plan to engage a financial professional for assistance this year.
A top female producer affiliated with Ohio National Financial Services shares some of her best practices for building strong, lasting relationships with women clients.
Rep. Joe Wilson (R-SC) introduced a bill on Jan. 6 seeking to delay the DOL Fiduciary Rule’s April 10 effective date by 2 years, which would give Republicans time to craft a repeal of the controversial rule.
IRI and Fiduciary Benchmarks announce new tool to evaluate benefits and fees for IRA recommendationsNew tool for IRAs to help with regulatory compliance under the approaching DOL Fiduciary Rule.
The beginning of a new year is a natural time for people to review their financial situation, including their life insurance. LIMRA data shows people crave help from a professional to make sure they are on the right track.
New research shows 9 in 10 think they will continue to manage at least a portion –even if they don’t have an established relationship with heirs – leaving AUM at risk.
Retirement Planning Forums Topics
I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are......
Hey all, I'm looking to create a brand and an online presence this year and need a little direction. Currently I don't have a website. My reasons for creating a website are: generating leads for new prospects, staying in front of existing medsupp clients, and creating a source of valuable information on other areas of interest like retirement planning, social security, annuities, etc. in order......
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