No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Many elderly clients refuse to talk about how they want their assets handled once they're gone. This laundry list of estate-planning benefits and strategies can help you ease the family into a productive discussion of the issues at stake.
Advisors are used to promoting investment strategies that build wealth for the future. However, with 80 million retirees on the horizon, distribution is poised to become a much more in-demand service. Here's what you need to know to add a specialized income-planning component to your business.
In a recent podcast interview, Wharton professor Olivia Mitchell and AXA Financial CEO Christopher Condron discussed how longer lives and the "lump-sum illusion" are just two of the challenges retiring baby boomers face.
Are your clients heading into retirement house-rich but cash-poor? Tackling an unexpected financial shortfall in their golden years? They may want to consider supplementing their income stream using a reverse mortgage.
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