Life Insurance & Annuities
This article appeared in the March 2019 Journal of Financial Service Professionals.
Program Overview New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. Risks that clients didn’t have to plan for while they earned an income are now [...]
This article appeared in the May 2018 Journal of Financial Service Professionals.