What’s New at Senior Market Sales
Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business
Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.
A Solid Platform is Key to Medicare Insurance Sales Success
When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents.
Want Leads, Happy Clients, Referrals and Growth? Social Security Planning Has It All
The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning into your existing practice can be simple and can produce both immediate and long-term, sustained growth.
Complying With the DOL's Fiduciary Advice Obligations: What You Need to Know
If you’re a financial professional who provides advice to retirement investors, it’s important that you understand the rule regarding a new fiduciary investment advice exemption so that you can ensure you’re in compliance. The U.S. Department of Labor (DOL) on Feb. 12, 2021, surprised many by announcing that it would allow the regulation to go into effect on Feb. 16, 2021, but a non-enforcement policy allows time to prepare.
