Helping Clients Decide When to Claim Social Security
Deciding when to claim Social Security is a multifaceted decision for people as they approach retirement age. With so many factors to consider, such as employment situation, ongoing financial needs and the dollar reduction from claiming early, clients need professional guidance to make the best decision for their needs. Here are just a few of the considerations your clients should consid...
Gen X Takes a Closer Looks at Annuities
Annuity sales have been focused on retiring baby boomers, but advisers may be overlooking a key market if they only focus on people close to retirement. Members of Generation X are three times more likely than baby boomers to express extreme interest in purchasing an annuity as part of their retirement income plan, according to Protected Retirement Income and Planning Study from Alliance...
