Archives by: Retirement News Online

Retirement News Online

Retirement News Online Posts

Advisor Spotlight: Mark Medeiros, Warwick, Rhode Island

Advisors
This Advisor Spotlight interview features Mark Medeiros in Warwick Rhode Island. Mark discusses his experience with FIA’s and his criteria for evaluating a particular index. ...
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Advisor Spotlight: Garret W., Salt lake City, Utah

Advisors
Garret brings 11 years of experience to Comprehensive Financial Group. His relationships with clients grow stronger and stronger every year, helping give them direction and peace of mind ...
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Go with What You Know When Advising in the 403(b) Market

Featured Retirement
Help plan participants with retirement readiness, turning income on in retirement and the options for pension assets and Social Security planning. The dizzying array of investing options and ...
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Advisor Spotlight: Brandon B. Des Moines. Iowa

Advisors
A Shurwest Advisor Spotlight interview with Brandon B. in Des Moines, Iowa. Brandon uses his Medicare expertise to meet new clients.   ...
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Get Clients Started Early with Strategies to Save and Pay for College Tuition

Advisors
Paying for college and saving for retirement don’t have to be mutually exclusive. To pay for my child’s college education or keep saving for retirement? For some of ...
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Shurwest Advisor Spotlight:  Neil Roback, Shurwest advisor practicing in Alpharetta, Georgia.

Advisors
Neil says: “If one were to ask me to summarize my investment strategy, the answer would be “to maximize growth potential with minimum or no risk in order ...
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Shurwest Advisor Spotlight: Mike C., Chicago, IL.

Advisors
  Mike C. has more than two decades of financial and estate planning experience, having served hundreds of clients in several states. He specializes in working with seniors ...
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What Does Your Brand Say About You?

Advisors
Aligning who you are, with your mission, identity and values can form the foundation of brand recognition. How does your firm think about itself and how does it ...
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Advisors Embracing Technology, Yet Integrating Systems, Workflow Among the Challenges

Advisors
  The explosion of fintech solutions and support tools for financial advisors in recent years, along with clients’ hunger for an online, tech-integrated experience, are contributing to a ...
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Three Ways To Use Indexed Universal Life As A Way To Connect With Clients In 2018

Advisors
If you’re looking to increase client engagement in 2018, you may want to consider indexed universal life (IUL). Here are three ways to discuss IUL as a tax-efficient ...
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