Life Insurance & Annuities
Program Overview A life settlement can often be the solution your clients need as they plan for retirement or are faced with medical expenses. From the growing retirement savings gap to the senior health care/long-term care funding crisis, seniors should be aware of all their financial options and advisors should be prepared to lead an [...]
Planning for Business Owners
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]
This article appeared in the March 2020 Journal of Financial Service Professionals.
This article appeared in the May 2018 Journal of Financial Service Professionals.
This article appeared in the July 2020 Journal of Financial Service Professionals.