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Want a Happy Retirement? Here’s What Experts Say You Need to Do

CNBC
Sep 24, 2021

As many experts have observed, Americans at or nearing retirement can sometimes focus so much on continuing to save and not draw down their assets that they may not live like they always planned to live in retirement.

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Don’t Want to Fully Retire? Here’s When Phased Retirement May Work

CNBC
Sep 22, 2021

In today’s uncertain economic environment, the idea of quitting a job “cold turkey” and moving straight to a life in full retirement can be daunting for clients. Many advisors are now counseling people to more gradually reduce their work hours, prolonging their income streams.

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A Prolonged Stock Market Pullback Can Pose a Big Risk Early in Retirement. Here’s What to Know

CNBC
Sep 21, 2021

In the current world of stock market uncertainty, those preparing for retirement can face potential problems if the value of their assets dip unexpectedly.

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A Place for Lifelong Learners

Giving Tomorrow
Sep 21, 2021

While The College’s faculty are often making headlines, there are also many more figures working behind the scenes to promote its mission of lifelong learning, improving society, and providing knowledge and education to all those who seek it.

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What to Watch For — And Watch Out For — Before Giving Your Money to a Financial Advisor

MarketWatch
Sep 21, 2021

When a client chooses a financial advisor, they have to make very important decisions about their money and financial future based on a person they hardly know. What steps can they take to ensure a positive and productive relationship with their advisor?

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How to Become a Chartered Financial Consultant® (ChFC®)

U.S. News & World Report
Sep 21, 2021

The College’s Chartered Financial Consultant® (ChFC®) designation is considered a pillar of a modern financial services education, as it equips advisors to work with clients on both ge

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10 Best Financial Certifications

U.S. News and World Report
Sep 16, 2021

In the modern financial services industry, many see the value of additional designations as showcasing an advisor’s mastery of diverse topics and broadening their client appeal—but there are dozens of different designations to choose from.

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To Turn Prospects Into Clients, Prepare To Ace Your First Meeting

Investor's Business Daily
Sep 10, 2021

When preparing for a first meeting with a client, advisors may see it as an opportunity to list their credentials and showcase their expertise. But how might they more effectively make their case to prospective clients?

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Retention Plans: How Life Insurers Are Getting Agents to Stay on the Job

Best's Review
Sep 01, 2021

One of the biggest issues facing life insurance companies today is retaining the agents they hire, with statistics showing only 15 out of every 100 agents will still be with their employer after four years.

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An Unexpected Lesson In Love

InsuranceNewsNet
Sep 01, 2021

Life insurance is often leveraged to ensure guaranteed income in retirement and to provide financial security, but one can never tell when disaster will strike and those benefits could save lives and livelihoods.

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