Wise investing is not the only ingredient to long-term wealth accumulation. Successfully building wealth also requires a rational risk management plan. While market risk is often managed through diversification and other market-based risk strategies, non-market events can present very real and substantial risks to an individual’s wealth.
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Emerging from the implosion of the LTC insurance marketplace and amid a pressing need to protect against this significant potential financial risk, financial advisors have increasingly looked to LTC riders on life insurance or annuity policies to help their clients address this critical financial challenge
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No advisor can be expected to have a comprehensive understanding of all the risks clients face or a deep grounding in the insurance solutions that may protect against those risks. However, every advisor can start the conversation and work with a trusted insurance professional to help guide clients to a more secure future.
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Medicare is the cornerstone to financial health in retirement. However, far too many individuals make expensive Medicare mistakes. Don’t be that person!
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Borrowing against life insurance comes with advantages and disadvantages, which every client needs to carefully consider.
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