Building Resilient Retirement Strategies Amid Economic Fluctuations
Takeaways Around 61% of Americans fear retirement more than death due to financial concerns and psychological factors. As financial professionals, understanding these fears is crucial for helping clients navigate this challenging life transition. Beyond financial...
From Pensions to Personal Savings: Adapting to the Retirement Reality
The retirement planning landscape is significantly transformed, influenced by demographic shifts, economic conditions, and evolving investor expectations. As baby boomers continue to enter retirement, the generations following them face a different reality — one where...
Heightened Expectations: Guiding Americans Toward a Comfortable Retirement
Clients dream bigger than ever about retirement, but the gap between their aspirations and reality is widening. A recent 2024 Northwestern Mutual Planning & Progress Study found Americans now aim for a record-breaking $1.46 million in retirement savings, yet the...
4 Ways To Harness the Power of Life Insurance in Estate Planning
While life insurance is commonly associated with providing financial protection for loved ones to cover final expenses, it can also serve as a valuable and versatile tool in estate planning. By understanding the various ways life insurance can be employed in estate...About Author
Greg Yodis
With 25 years of industry experience, helping agents provide the best Life, Annuity and LTC products for clients to meet their financial goals. Continually educating agents on how to increase their business and understanding all the options/products available in the marketplace.
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