'Back of the napkin' ideas
It's quick, it's mobile, and a picture is worth a thousand words.
Never underestimate the power of a simple drawing.
The break-even burden
The break-even burden
Simple math tells us that when something loses a percentage value, increasing that same percentage won't get back to where the value started.
Retirement roadtrip readiness
Retirement roadtrip readiness
Making the choice to be prepared can be a smart move whether you're planning a road trip or planning your retirement.
RMD + legacy
RMD + legacy
Some clients may not need their Required Minimum Distributions and also want to ensure they can leave a financial legacy for their loved ones. What if there were a potential solution to help with this situation?
Shirtsleeves to shirtsleeves
The old adage says a family can go from 'shirtsleeves to shirtsleeves' in 3 generations due to miscommunication of values, advice, and more.
RMD + reserve
RMD + reserve
Some clients may not need their Required Minimum Distributions and also want to plan financially for upcoming or unexpected events. What if there was a potential solution to help with this situation?
Route 65
Route 65
Delaying Social Security payments can help clients get the most out of their Social Security income.
Three-legged stool
Three-legged stool
With your help, clients can create an income plan that helps address their needs and can be supplemented by whatever Social Security or pension funds are available when the time comes.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
Fixed Index Annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although Fixed Index Annuities guarantee no loss of premium due to market downturns, deductions from the Accumulation Value for additional optional benefit riders could under certain scenarios exceed interest credited to the Accumulation Value, which would result in loss of premium. They may not be appropriate for all clients.
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