Helping clients determine the best way to fund their retirement nest egg with the goal of having it convert into a sustainable source of retirement income is one of the most vital and sophisticated services agents provide. During both the accumulation and distribution phase of a client’s portfolio, agents must balance diversification, rates of return,…
Long term care continues to be an area of concern for clients. It is no surprise considering 70% of people turning age 65 will use long term care services of some type during their lifetime – and this likelihood only increases with age! (LongTermCare.gov). Additionally, the cost of care continues to increase with the national…
As broker-dealers adjust to the new Department of Labor fiduciary rule by instituting uniform commissions on a wide swath of investments, investors could be faced with higher prices on some investment products. LPL Financial, the nation’s largest independent broker-dealer, is instituting new uniform pricing rules for alternative investments such an nontraded real estate investment trusts…
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