Category Archives: Blog

Helping Senior Clients Prepare for Health Shocks in Retirement

(4 Minute Read) As advisors work to help seniors preparing for retirement, it’s essential to be anticipating healthcare costs above many other expenses. A healthy 65-year-old couple retiring in 2017 was expected to need over $400,000 for health care costs

Tips for Managing Your Finances in Retirement

(5 Minute Read) Your retirement years are a chance to try new things. Travel, hobbies, or just a chance to relax are all available to you now in your golden years. However, though you’ll have the chance to see Rome

3 Tips for Seniors to Help Prepare for a Medical Emergency

(3 Minute Read) Aging and maintaining your independence means thinking practically about your needs. If the stairs are no longer as easy as they once might have been, maybe it’s time to move to the first floor? Maybe it’s time

Tips for Expanding your Financial Advising Business

(3 Minute Read) According to the Bureau of Labor Statistics, the industry of financial advising is only going to expand over the next five years and is the fastest growing career in America. This means that existing advisors must stay

4 Ways to Help Senior Clients Reach Their Best Financial Future

(4 Minute Read) Some senior clients who are approaching retirement may already feel confident their financial future is secure, but in America, a majority are facing increasing uncertainty with little to no savings. When older clients approach their financial advisor

When Is It Time for Survivorship Insurance

(4 Minute Read) As you and your partner cruise out into your golden years, the last thing you want to worry about is estate planning. You’re interested in keeping busy living life to the fullest and enjoying your newfound wealth

Dating in Retirement: Tips for Seniors on Valentine’s Day

(4 Minute Read) Dating in retirement has many benefits. You won’t be navigating the hormones and confusion that come along with dating for many younger individuals, and you’ll know that your prospective partner has life experience and stories to share.

The Benefits of Offering Life Settlements

(4 Minute Read) Life settlements offer your clients financial stability and a much-needed cash injection during the often-unstable years of  retirement. But what about for you, as a financial advisor? Aside from providing your clients with peace of mind, what

Medicare Basics for New Retirees

This article was graciously written by Danielle Kunkle Roberts, Co-owner, Boomer Benefits (4 Minute Read) Turning 65 can be a truly exciting time in your life. Retirement is on the horizon for many people and they look forward to enjoying

Surprising Incentives for Financial Advisors and Life Insurance Agents Offering Life Settlements

(4 Minute Read) The business of life insurance seems pretty well defined for both those who purchase life insurance and those who sell it. But, the reality is, life insurance isn’t quite as clear a picture as once believed. In