Help Clients Understand the Often-Overlooked Necessity of LTC Insurance
Educating consumers about the benefits of an LTC plan—whether that plan is to rely on government-funded care, buy insurance or cover LTC expenses with personal assets—is key.
Employee Benefits
Trump Accounts: What You Need to Know About the New Individual Saving Vehicle
For independent insurance agencies, this could be an innovative, family-focused benefit to offer employees or to strengthen relationships with commercial and personal lines customers.
Why Retirement Saving Should Always Stay Top of Mind
Retirement Planning Week is a good time to remember that less than half of Americans have substantial retirement savings.
Your Clients Probably Aren’t Ready for Retirement
Many people within 10 years of the traditional retirement age of 65 have not saved enough to maintain a similar standard of living in retirement.
More Retirement Mandates Call for Better Advising
More and more states are enacting mandates for state-sponsored retirement plans—including California, most recently. What do these changes mean for you and your clients?
