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Financial Health Checklist
Financial Health Checklist Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. It helps to not only have a clear goal in mind, but
This Annuity Awareness Month, Explore FIAs
This Annuity Awareness Month, Explore FIAs For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate options such as fixed index annuities (FIAs), to examine how these
Father’s Day and the Gift of Retirement Readiness
Father’s Day and the Gift of Retirement Readiness Our executive director, Jim Poolman, shares his thoughts on fatherhood and retirement to celebrate Father’s Day. This weekend, millions of dads around the world will be celebrated by those who appreciate and depend on them. It’s a beautiful moment to remember not just the reward, but also the responsibility that accompanies fatherhood.
Denied Life Insurance? Here Are Your Next 3 Steps
Denied Life Insurance? Here Are Your Next 3 Steps It’s tough to learn that the life insurance company you applied to will not be offering you coverage, especially if you were fully expecting a yes! You may fall into the “impaired risk market,” which means you have something in your background that makes you a higher risk for dying prematurely—think
Sizzlin’ Summer Series: PART 2
Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4
Retirement Policy Snapshot: What’s Happened So Far in 2019?
Retirement Policy Snapshot: What’s Happened So Far in 2019? This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and currently, a
Insuring the Times of Your Life
Insuring the Times of Your Life Preston Newby was a youth minister. He and his wife, Tara, were driving with their son to visit family—excited to announce a new baby on the way. In the keeping with the kind of person Preston was, he stopped to help at the scene of an accident. That’s when he was struck by another
Sizzlin’ Summer Series: PART 1
Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,
10 Myths About Annuities You Shouldn’t Believe
10 Myths About Annuities You Shouldn’t Believe While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s important to separate misconceptions from reality. Here, we’re busting 10 myths
Who Can I Name as a Beneficiary on My Life Insurance Policy?
Who Can I Name as a Beneficiary on My Life Insurance Policy? First off, great job on buying life insurance! You took an important step by protecting the ones you love. Every life insurance policy requires you to name a beneficiary. A life insurance beneficiary is typically the person or people who get the payout on your life insurance policy