No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Horsesmouth Essential: Suppose disaster strikes and your clients are forced to evacuate their homes. Do they have their essential financial documents compiled at the ready?
Defined-contribution plans have been set up to help people save for retirement, so it isn't easy getting the money out before age 60. However, depending on the plan, there are a couple of loopholes that may apply.
Horsesmouth Essential: The sudden destruction of a client’s home can produce a huge shock on all of his or her financial assets. Whether it’s damage from a hurricane, earthquake, or terrorist attack, clients need advice on how to repair their residences, recoup their costs, and fully recover from the setback with all their assets intact.
Advisors in this week's e-mailbox describe how well prepared they are for possible catastrophic events.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025