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5 min read

How To Prepare and Cope With Conversations About a Recession

By Simon Reilly on 6/16/22 10:00 AM

There may be whispers in your office or tension after your last client call because everyone is wondering the same thingwill this be as bad as the last one? 

Topics: Financial Planning Lifestyle Planning
9 min read

How Homebuyers 62+ Could Double Their Home Buying Power — Despite Rising Interest Rates

By Fairway Independent Mortgage Corp. on 6/10/22 10:00 AM

Few things in life will affect the post-employment life of your older-adult clients as much as their home and their cash flow. This article from Fairway Independent Mortgage Corporation is intended for an audience of financial professionals who are committed to improving the quality of life of older-adult Americans. 

Topics: Retirement Planning Planning in Advance Lifestyle Planning Reverse Mortgages Potential Partners for Advisors
1 min read

Upcoming Webinar: Insurance Solutions for Macroeconomic Concerns

By NAIFA on 3/10/22 5:45 PM

Join us on March 17, 2022, at 2 pm eastern for the special webinar "Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns."

The discussion will feature John C. Snider II, JD, AVP and Associate Counsel with the Advanced Markets Group at John Hancock. Snider will discuss inflation, rising interest rates, geopolitical instability, and other economic factors that affect Main Street Americans.

Don’t miss this opportunity to learn how to help your clients find the right life insurance for their unique situation and how to plan for their long-term care needs. 

Topics: Long-Term Care Retirement Planning Life Insurance & Annuities Financial Planning Planning in Advance Lifestyle Planning Webinar

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