Are you letting your client leave retirement income on the table? According to the ERISA, there are over 684,000 retirement plans containing approximately $7.6 trillion in assets. By 2020, it is estimated that there will be $22 trillion in investable retirement assets for people 55 and older. Help...Read more →
The discussion about retirement income is all around all of us. We all hope to one day retire, but as we start to think about retirement, we face the question of how we will save for it – and, if what we save, will even be enough. This has created a huge opportunity for advisors. The retirement...Read more →
What do the following companies have in common? International Paper Kraft Cigna Prudential Caterpillar Bechtel General Dynamics Nationwide Fidelity Exelon Corp ING United Technologies Boeing Principal Life Insurance Deere & Co. ABB Mass Mutual Novant...Read more →
As a financial advisor, you are the trusted resource your business owner clients turn to for advice – even for issues that may lie outside your scope of expertise. The hot topic for a while now has evolved around the Affordable Care Act, or ACA. Many of your business owner clients are seeing substantial...Read more →
With a budget deficit running so high, our federal government is starved for additional revenues. The question in the back of everyone’s mind is: how do they raise revenues without the dreaded tax increase? The Answer: through fees and fines - specifically through 401k audits. To achieve...Read more →
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