GoGo Years

The 3 Distinct Phases of Retirement

Most of our clients don’t normally wake up and think, “Hmmm, I think I’ll purchase some long-term care insurance today.” It’s just not on the top of everyone’s ...
Top 10

The Top 10 Reasons Consumers Love Income Riders

David Letterman recently retired after over 30 years on television and over 6,000 shows. During his late-night comedy career, he brought entertainment innovation, creativity ...
401k experiment 2

401(k): Failed Experiment

The belief that most workers in the ‘70s and early ‘80s retired with a company pension has almost become an urban legend. Even then, fewer than half of all workers were ...
surprise-MarApr2015

The First Financial Surprise of Retirement: Your Client’s Net Retirement Paycheck

When we started working, we got one of the biggest surprises of our young financial lives – the difference between our gross and net pay! We were introduced to the world ...
retirementweek-marapr2015

National Retirement Plan Week® 2015: April 13-17

It’s no secret: too many Americans are under-saved and under-prepared for retirement. But while many Americans have not saved enough – or at all – for their retirement ...
orestis-MarApr2015

Addressing the Long-Term Care Funding Crisis – Part 2

Court cases and legislative action around the country are holding advisors to the true standard of fiduciary responsibility when it comes to advising clients. Editor’s ...
Cloke-MarApr2015

Life Insurance: A Powerful Option for Retirement Income

It is becoming increasingly difficult today to find a reliable and financially viable source of retirement income. Traditional retirement savings plans, such as 401(k)s ...
Mims-MarApr2015

10 Key Insights for Landing the Annuity Sale

An important part of your job as a financial professional is educating the public on the value of annuities and the ways they can contribute to a financially secure retirement. ...
Long-term care article

Addressing the Long-Term Care Funding Crisis – Part I

Aggressive legal threats across the country have become a real concern to insurance agents, elder-law attorneys and families facing long-term care funding questions. Unexpected ...
Opportunities to help market

Opportunities to Help Solve the Retirement Puzzle for the Middle Market

The changing retirement landscape continues to present challenges for Baby Boomers as well as for those already in or nearing retirement. For the long-underserved middle-income ...