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Financial Planning Month-October

October is Financial Planning Month

1 min read

Allianz Study Shows Increased Interest in Guaranteed Lifetime Income Options

By Ronan Painton on 10/12/21 4:16 PM

Allianz Life has published new research suggesting that most retirement plan sponsors and participants are interested in products with guaranteed lifetime income options.  

Topics: Research Retirement Plans
3 min read

The Colorado Secure Savings Program: What You Need to Know… and What You Can Do

By SMA Services, Inc. on 7/26/21 2:00 PM

We all know it’s important to plan for retirement. But not all of us know how to do it — and many of us who do, don’t always have access to secure retirement planning.

Topics: Benefits Worksite Benefits 401(k) Retirement Plans Potential Partners for Advisors
3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:07 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

Topics: Grow Your Business Business Performance Center Retirement Plans The Carson Group

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