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Eliminating the flawed life expectancy assumption can help you make a client’s nest egg last as long as the client. ...

Eliminating the flawed life expectancy assumption can help you make a client’s nest egg last as long as the client....

By segmenting the senior market and working with clients whose nature matches yours, you'll create more sales and longer-lasting relationships....

Helping one with homework and balancing the other’s checkbook. Getting one to sports practices and the other to doctor appointments. Financial professionals tell me that these are challenges their clients face with mounting frequency. ...

Follow these nine intelligent business practices to help reduce the possibility of attack after a sale. ...

The 7 ways to sell Medicare insurance and the corresponding sales tips to help you maximize the efficiency of each method....

With the future of Social Security in doubt and pension plans a thing of the past, there is more responsibility than ever on the individual to ensure a comfortable retirement....

More than a few are faced with the real possibility of postponing retirement or changing careers after retirement to continue to earn a paycheck. What do you tell someone facing such drastic changes in their planning?...

With unexpected events that have affected their financial priorities, the world of the boomer has changed, as they see 65 staring them in the face and realize the next 30 years of their lives may not be as work-free as they had thought....

Learn more about two financial planners who were able to place their clients’ investments into laddered, tax-deferred annuity contracts. ...