There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives.
Earlier this month, we hosted a webinar on Medicare Myths, Mistakes and Opportunities — highlighting the most common and costly misconceptions about Medicare. Access this recording to understand why Medicare is a much bigger problem than most think and what it can mean to your business.
You’re likely to have clients who want to take Social Security benefits as soon as they are eligible, even at the cost of a reduced benefit amount. But many clients aren’t aware that waiting could permanently increase their Social Security benefits by as much as 30%.*
We’re excited to head to Dallas for the 38th NAILBA Annual Meeting, running November 7-9, 2019. Visit us at booth 216 to learn how we can help you continue to grow your business, speed up production and expedite application turnaround times by up to 14 days!