Advanced LIRP: Help Clients Manage Risk in Retirement with Life Insurance
We are all effectively in the risk management business. We manage one set of risks when helping clients save for retirement, and another when clients are in their distribution phase. Life insurance may help insulate a client from the impact of income taxation and sequence of returns risk. Read more. Download guide.
InsuranceNewsNet: Shift in Asset-Based LTCi Expected to Grow
One LTC insurance specialists doesn’t need industry data to tell him there’s been a major shift in the LTCi market – he just needs to look at his business, which has evolved from almost entirely consisting of standalone LTC sales in 2014, to being equally split today. Get more insight from Tracey Edgar, VP of Sales at OneAmerica, on the shifting landscape of the LTCi market.
Advisors Offering a Formal Plan Drive Client Satisfaction
As your clients are thinking about the legacy they want to leave, for their family or their favorite cause, you want to be sure you are the advisor who is helping them plan and fund it. Review the attached mini-brochure and mini-infographic for help with Legacy Planning conversations.
Step By Step Guide for LTC
One of the wisest things anyone can do to prepare for their financial future is learn about long-term care services long before they’re needed. Knowing and understanding the choices puts you in a better position to make wise decisions and avoid stress if care is needed. This guide to receiving care provides insights to help navigate long-term care before, during and after it is needed. We created this resource to help answer questions and ease concerns. Read more.
Weekly Economic Review & Outlook: Housing Down But Not Out
Sales activity slipped in January to the slowest pace since 2015. Still, lower mortgage rates could boost sales going forward. Read more.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
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We are all effectively in the risk management business. We manage one set of risks when helping clients save for retirement, and another when clients are in their distribution phase. Life insurance may help insulate a client from the impact of income taxation and sequence of returns risk. 
One LTC insurance specialists doesn’t need industry data to tell him there’s been a major shift in the LTCi market – he just needs to look at his business, which has evolved from almost entirely consisting of standalone LTC sales in 2014, to being equally split today. 
As your clients are thinking about the legacy they want to leave, for their family or their favorite cause, you want to be sure you are the advisor who is helping them plan and fund it. 
Sales activity slipped in January to the slowest pace since 2015. Still, lower mortgage rates could boost sales going forward. 
