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Does inflation have you worried about retirement? Here’s what experts say to do

Inflation may have you worried about your retirement. Prices have been rising on everything from food to housing. In April, the consumer price index, which measures the prices ...
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FIA Indexing Options Offer a Variety Of Features and Themes

Depending on your client’s needs discovered during the case-design process, index options are available for a host of income, growth and protection strategies. And since market conditions can ...
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Advisor Spotlight: Mark Medeiros, Warwick, Rhode Island

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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Advisors Featured Retirement

Clients are looking for student loan relief over 401(k) benefits

Student loan debt is surging, hitting a new record of $1.5 trillion in the first quarter this year. Massive student loan debt can cause problems in people’s lives, ...
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Protected: How to Identify and Tell Your Most Powerful Stories

There is no excerpt because this is a protected post. ...
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Advisor Spotlight: Garret W., Salt lake City, Utah

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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Advisor Spotlight: Brandon B. Des Moines. Iowa

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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Advisors

Get Clients Started Early with Strategies to Save and Pay for College Tuition

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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Advisors

Shurwest Advisor Spotlight:  Neil Roback, Shurwest advisor practicing in Alpharetta, Georgia.

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.

  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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