We’ve all heard of “The 4% Rule” in financial planning… But have you seen its new successor, “The Rule of 25?”Watch this quick video and start using The Rule of 25 to easily assist your clients in planning their ideal savings for retirement, including life insurance. Like what you see? Take it to the next level, and meet the Rule of 25’s offshoot for the financially accomplished in the “Pyramid of Philanthropy” video.
Life Insurance Planning Mistakes: The “Unholy Trinity”
The business life insurance titling mistake known as the “unholy trinity” or “goodman triangle” carries a significant risk of negative tax consequences when there are three parties to a life insurance policy. Read more.
Client Digital Tool on Living Benefits of Life Insurance
Many people think of life insurance only in terms of protecting loved ones. However, the right plan can also provide potential living benefits that can help you do more during your lifetime — and sets the course for a more comfortable retirement. After all, it’s called “life” insurance for a reason. Learn more.
Death and Taxes
Those are the only two things supposedly guaranteed in life, but chronic illness may be a close third. Start a conversation about why there’s more than one reason to buy life insurance using this colorful customizable infographic.
Balance is Not a Women’s Issue, It’s a Business Issue
“Balance for Better” was the theme of this year’s International Women’s Day, which was celebrated on March 8th and kicked off a year that will emphasize how gender balance is essential for businesses and communities to thrive. Build on this focus by taking advantage of our women-focused tool kit — a compilation of materials specifically designed to help you connect with your female clients and ensure your practice is addressing their specific planning needs and growing in this key market.
Weekly Economic Review & Outlook: Keep Calm and Hire On
Job growth was much weaker than anticipated in February with payrolls growing by a paltry 20,000. Volatile shifts within multiple sectors, including construction, retail, health care and hospitality prompted the sharp slowdown from January’s rapid pace of hiring. Looking through the volatility, the three-month trend in job growth remains solid at 186,000, a pace more consistent with the late stage of an economic expansion. Read more.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to: 555 South Old Woodward Ave Suite 612 Birmingham, MI 48009