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5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for Individuals

In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.

LTC Case Study: Flexible Premium Hybrid LTC Insurance

This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.

LTC Case Study: Uninsurable Options

If you are involved in extended care planning, you are eventually going to come across a client or a relative of a client, who is uninsurable. Here are options for those individuals.

LTC Case Study: Transitioning Tax Qualified Funds Into Tax-Free Retirement Protection

There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.

LTC Case Study: How Lazy Assets Can Protect Retirement Income

In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.

New to Medicare - Why Sell Medicare?

Essential Knowledge and Tools for New Agents

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.