Posted 4 months Ago
1114
Think Your Clients Understand Social Security? Think Again.Think Your Clients Understand Social Security? Think Again.

Social Security has been around for more than 80 years. So why are people still confused? A recent report from the Government ...

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Posted 6 months Ago
70
Fraud Alert: Help Protect Clients from ‘Virtual Kidnapping’ ScamFraud Alert: Help Protect Clients from ‘Virtual Kidnapping’ Scam

A terrifying scam gaining steam – and media attention – involves preying on your clients’ emotions to cheat them out of thousands ...

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Posted 7 months Ago
225
Doing What’s Right Isn’t Always EasyDoing What’s Right Isn’t Always Easy

Are you comfortable advising clients living with Alzheimer’s disease? Do you think you have the proper tools to provide that ...

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Posted 8 months Ago
254
I Read It on the Interwebs: Social Security MythsI Read It on the Interwebs: Social Security Myths

As a financial professional, you know people have some unusual notions about money matters. And you know not all financial advice ...

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Posted 8 months Ago
233
Familiarity Fraud: Common Scams Targeting SeniorsFamiliarity Fraud: Common Scams Targeting Seniors

Providing clients with simple financial solutions that might alleviate headaches can enhance your value as an advisor. Helping them ...

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Posted 9 months Ago
46
Alzheimer’s Planning May Hinge on ‘Legal Capacity’Alzheimer’s Planning May Hinge on ‘Legal Capacity’

A common misconception with Alzheimer’s disease is that people recently diagnosed have lost their memories and can no longer ...

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Posted 9 months Ago
48
Stranger Fraud: Common Scams Targeting SeniorsStranger Fraud: Common Scams Targeting Seniors

Elder financial fraud can be broken into two broad categories: Some is perpetrated by complete strangers, while other types are ...

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Posted 10 months Ago
113
The Language of Life InsuranceThe Language of Life Insurance

Even for those who have been selling life insurance for a while, it can help to know how today’s consumers are thinking about coverage ...

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Posted 12 months Ago
23
The Personal Impact of Alzheimer’s [Infographic]The Personal Impact of Alzheimer’s [Infographic]

People living with Alzheimer’s disease and other forms of dementia spend twice as much out of pocket as those who have cancer and ...

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Posted 1 year Ago
186
How to Help Clients During the 3 Stages of Cognitive DeclineHow to Help Clients During the 3 Stages of Cognitive Decline

Planning financially for Alzheimer’s disease is a race against the clock. This is an urgent matter because the disease is ...

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