by jlbworks | Oct 5, 2015 | Retirement, Social Security
Just 28 percent of Americans received a passing grade (60 percent or higher) when asked basic Social Security questions, a new study from MassMutual finds. Moreover, from a pool of 1,500 respondents ages 18 to 65, just one person answered all 10 true/false questions...
by jlbworks | Sep 21, 2015 | Life Insurance, Retirement, Social Security
The Supreme Court ruling legalizing marriage in all states for same-sex couples is a landmark decision in the equal rights arena. However, the ruling also has important financial and tax implications — implications that same-sex clients now need to be advised upon in...
by jlbworks | Sep 7, 2015 | Life Insurance
Where will you be when money is on the move? Will you be positioned properly with a significant number of clients when they experience a life-changing event? Are you staying in touch so that you are their go-to person when those life-changing events take place as they...
by jlbworks | Aug 24, 2015 | Life Insurance, Retirement
Life insurance truly is a multipurpose solution. Savvy financial professionals are leveraging the power of innovative life insurance strategies to counteract some key tax planning and estate transfer needs for affluent and super-affluent consumers alike. Definitions...
by jlbworks | Aug 10, 2015 | Retirement
Speakers had more meat for the annuity community than for the long-term care insurance (LTCI) industry today at the White House Conference on Aging. The Obama administration used the 2015 event to promote a U.S. Department of Labor fiduciary standard proposal...
