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The Advisor’s Role in Helping Clients with Meaningful Life Transitions

Aug 12, 2021

The following piece is taken from the August 2021 issue of Planned Giving Today, reprinted here with the publisher's permission.

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Opinion: Retirees with Annuities Have More Fun

MarketWatch
Aug 07, 2021

The problem with many retirees is that they tend to be more conservative in retirement than they need to be, resulting in a lifetime’s worth of savings that don’t end up being used.

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How Annuities Provide Tax-advantaged Investment Returns

The Street
Aug 06, 2021

Much ink has been used in recent years about the benefits of utilizing insurance products as part of a retirement plan.

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Who is Capitalism? A Conversation About “Homeland Elegies” with Ayad Akhtar and Azish Filabi

Work in Progress Podcast
Aug 06, 2021

The relationship of a capitalist economy to the concept of the “American Dream” has always been a complicated one, and the fact is the opportunity for all Americans to achieve it is not equal.

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New York Life Partners With The American College on Agent Curriculum

ThinkAdvisor
Aug 02, 2021

As part of The College’s ongoing efforts to enhance professionalism in financial services and promote life-long learning and education for the benefit of the industry and society, we recently announced a partnership with New York Life to train agents in specialized financial services fields, incl

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Icing on the Cake: The Tax Benefits of Annuities

Life & Health Advisor
Aug 01, 2021

For many financial advisors, especially those counseling clients at or nearing retirement age, a key point in forming a sound financial plan is ensuring clients have a constant flow of support at all stages of life that isn’t overly exposed to taxation.

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Black Americans Show High Levels Of Financial Well-Being

InsuranceNewsNet
Aug 01, 2021

In a study from The American College of Financial Services on the financial well-being of Black Americans, data showed that while Black Americans may have overall

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Paying It Forward – The Extended Cut

InsuranceNewsNet
Aug 01, 2021

Many experienced leaders in the financial services field are choosing to help their fellow professionals through mentoring, study groups, and other programs that allow them to pay it forward and pass along their knowledge.

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How Long Should Your Life Insurance Policy Last?

Money
Jul 29, 2021

When considering life insurance, advisors and clients need to work together to determine what the best policies might be to suit individual and family goals.

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OK Boomer vs. Avocado Toast: How to Talk Money Across Generations

Kiplinger
Jul 29, 2021

Baby Boomers and millennials have vastly different experiences with money and approaches to handling their finances, and sometimes this can lead to discomfort and even shame when discussing money across generational divides.

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