3 Strategies for Helping Clients Cover Healthcare Costs in Retirement

posted in Retirement May 5, 2020


Retirees may experience some sticker shock when it comes to healthcare costs. That’s because a 65-year-old retired couple can expect to spend $285,000 to cover their medical and healthcare costs throughout retirement. That figure is slightly higher than previous findings. The outlook for singles is comparable, with single men expected to pay $135,000, and $150,000 for a single woman.1 These numbers don’t include expenses that Medicare doesn’t cover, such as dental, vision, over-the-counter medications and long-term care.

Read More

5 Tips to Remain Productive When Working Remotely Amid COVID-19

posted in Client Relationships Apr 28, 2020


Every corner of the world is being impacted by the COVID-19 pandemic, and many people’s livelihoods may be threatened either through job loss or market volatility. As a financial advisor, your services are likely considered among those classified as essential but, like many others, you’re having to adapt to working remotely and may have added responsibilities you haven’t had to deal with before.

Read More

Creating Genuine Connection Through Artificial Intelligence

posted in Client Relationships Apr 21, 2020


Increasingly, advisors are looking to technology to enhance their client experiences, form deeper connections and, ultimately, grow their businesses.

Read More

5 Ways Advisors Can Leverage the Annuities Team at CUNA Mutual Group

Apr 14, 2020


In today’s world, there are arguably more tools available than ever before to equip financial advisors, making their jobs both easier and more challenging at the same time.

Read More

CUNA Mutual Group Launches Advanced Planning Resources Program

posted in Advanced Planning, Press Releases Apr 11, 2020


Marshall Heitzman Will Lead the New Program Efforts To Help Advisors Solve Complex Retirement Planning Challenges

MADISON, Wis. – CUNA Mutual Group, a leading insurance and financial services company, announced today the launch of its Elevate™ Advanced Planning program for advisors and broker-dealers, available beginning March 2020.

Read More

Economic Commentary: Containment, Policymakers, and World Financial Markets

posted in Economic Commentary, Volatility Apr 7, 2020


Although there remains enormous uncertainty regarding the immediate future, it is important to remember that financial markets are forward looking and will anticipate an improvement in economic trends well in advance of the media.

Read More

Strengthening Client Relationships In a Time of Social Distancing

posted in Client Relationships, Volatility Mar 29, 2020


School closings, empty concert halls, canceled tournaments, travel restrictions, social distancing...efforts to stem the spread of the novel Coronavirus (COVID-19) have been far-reaching, and millions of Americans and countless organizations have shut their doors. Chances are, your financial firm may be among them. Suddenly, we’ve become a “work-from-home” nation.

As we watched much of the world grind to a halt, some investors watched in disbelief as the markets plunged. Advisors watched, too, wondering how they might quell their clients’ fears and guide them through these uncertain times, especially when meeting face-to-face was no longer an option.

While the current economic climate is concerning, there may be a silver lining for financial advisors.

Read More

8 SECURE Act Facts…and What Advisors Should do About Them

posted in Retirement Mar 24, 2020


On December 20, 2019 a new Act was signed in law that advisors should understand.  

Read More

10 Conversation Starters to Engage With Clients

posted in Client Relationships Mar 17, 2020


Most advisors know they should probably touch base with clients more often than they do, but when those discussions are too frequent, the dialogue may end up sounding like all previous conversations.

Read More

The Coronavirus: How to Talk with Clients About Its Market Impact

posted in Cautious Investors, Volatility Mar 13, 2020


Fears over the Coronavirus (COVID-19) and its rising death toll have resulted in significant market volatility in recent weeks. The market rallied, only to fall again, then up, then…you get the idea.1 When the Federal Reserve issued an emergency rate cut in an effort to ease investor concerns, stocks experienced sharp gains yet again, only to quickly fall.2

Read More