Only One in Four Women Expect Life to be Better in Retirement
Annual Nationwide Retirement Institute® survey reveals how worries about Social Security’s viability and the rising cost of health care are putting a damper on the retirement dreams of many women. Social Security provides critical income for many American women. In fact, 62 percent of women say Social Security will be their primary source of retirement income. So it’s no wonder women are increasingly concerned about its viability and their happiness in retirement. Read more here.
Unlock New Opportunities for Business Owners
Learn how to take advantage of opportunities created by the tax cuts using Split Dollar. Practical case studies plus a refresher in our latest producer-approved presentation.
Podcast: Informal Caregiving
Shawn Britt from Nationwide Advanced Consulting Group talks about the paid caregiver crisis that is facing America today, and offers insights on what clients should look for when considering purchasing long-term care policy. Listen now.
Using Increased Exemptions to Lower Premium Finance Costs
See how the John Hancock Advanced Markets Team and a producer worked together to present a commercial premium financing solution that allowed a client to use a higher estate tax exemption and provide options which could help minimize interest rate risks. Learn More.
An 8-Year Window for Pass-Through Owners
Sole proprietors and pass-through entity owners can now benefit from a 20% deduction. Use this client-approved flyer to take advantage of this unprecedented gift to help fund retirement.
SERP – Use Tax Reform Savings to Fund Retirement Benefits for Employees
Talk to your business owners today especially since tax reform may have provided savings that can be used to benefit employees. A Supplemental Executive Retirement Plan (SERP) might be an ideal solution to help fund a retirement benefit for the employee and can also be used to retain the employee until retirement. Learn More.
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