Tag Archives: Retirement

Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , ,

The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money.

In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and discover the ways they are paving the way towards a more secure future. Together, they share everything from the role of annuities during uncertain times to how their organization is changing the ways Americans think about retirement.

In this episode, you will learn:

 

  • About The Alliance for Lifetime Income’s retirement approach
  • The importance of financial awareness, education, and help
  • How advisors can benefit from retirement-related educational material
  • Ways financial advisors and professionals can better connect with clients 
  • And more!

 

 

Tune in to discover the power of The Alliance for Lifetime Income and ways your clients can face their retirement with confidence! 

Resources:  InsurMark | The Alliance for Lifetime Income | Jon Rosborough |  Contact The Alliance for Lifetime Income | Own the Base Advisor Presentation | 3 Keys to Income Planning Client Presentation | Savings, Income and Lifestyle | What Path Will You Take in Retirement? | Income Hierarchy | More Free Resources

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Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , ,

Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow.

In this episode, join Brett as he shares his first-hand experience with failure and how it helped him take a protection-first stance with his finances to avoid the worst of the worst — and why he’s now encouraging advisors to do the same with their clients.

In this episode, you will learn:

Why advisors should avoid one-size-fits-all advice 

  • How Brett found prosperity after experiencing the worst years of his life
  • The parallels between The Great Recession and COVID-19
  • Why people should think twice before rejecting annuities and insurance
  • And more!

Tune in now to discover how you can help clients connect the dots with their financial pictures to help protect them from their worst case scenarios!

Resources:  InsurMark | Brett Saso | Retirement Architecture | Blueprint Magazine

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Episode 9 – How to Grow Your Financial Practice – With Matt Halloran

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , ,

While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change?

In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice to learning from other common mistakes, Matt breaks down everything financial professionals like you should consider when it comes to marketing and growing your business. 

In this episode, you will learn:

  • How Top Advisor Marketing is helping advisors put their growth strategies into practice
  • Time management tips for financial experts
  • Why you need a niche market 
  • Books that advisors should read and review 
  • And more!

Listen now to discover new ideas and inspiration for how you can continue to grow as an advisor! 

Resources:  InsurMark | Top Advisor Marketing  | Matt Halloran  

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Episode 8 – Retirement Research Insight for Advisors – With David Blanchett

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , ,

As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes.

In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for life.

In this episode, you’ll learn:

 

  • How different investment approaches can impact the way investors navigate market volatility
  • Why advisors should weigh the pros and cons of how they quantify outcomes
  • How advisors can help manage emotions during the investment process
  • Why guaranteed income is a forgotten household asset
  • And more!

 

Tune in now to learn more about today’s retirement landscape from a researcher’s point of view!

Resources:  InsurMark | David Blanchett | The Mutual Fund Puzzle

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Episode 7 – How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , ,

Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way?

Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this type of planning can bring to advisors and clients alike. 

In this episode, you will learn:

  • Why advisors should consider asset-based long term care
  • About the Million Dollar Advisor program — and how it benefits advisors
  • How Don and his team train and help advisors in supporting families around life planning, long-term care, and retirement
  • Baby boomers’ greatest worries, and how advisors can help solve them
  • And more!

Tune in now and learn what asset-based long-term care advice can bring to your clients and practice!

Resources:  InsurMark | Simplicity Asset-Based LTC: (800) 752-0207 | Million Dollar Advisor

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Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , ,

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:

 

  • How Kerry helps clients increase their business within specific time frames 
  • About the status quo bias and its impact on the advisors-client relationship 
  • How speakers and attendees can benefit from business and financial seminars 
  • The difference between a focused and growth mindset
  • And more!

 

Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset! 

Resources:  InsurMark | Dr. Kerry Johnson: (714) 368-3665

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Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , ,

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs.

To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College. 

With his extensive knowledge of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:

 

  • How advisors can use Wade’s books as learning tools  
  • The impact higher tax rates have on the retirement planning process
  • Different ways to manage risks in retirement 
  • And more!

 

Tune in to learn how you can plan for your retirement income!

Resources:  InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning

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Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , ,

The SECURE Act is a lot more complicated than most advisors realize. 

In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year. 

In this episode, you will learn

  • Why Jamie isn’t a proponent of taking emotions out of investing
  • Why the SECURE Act is a tax revenue bill at its core
  • What Jamie’s biggest concern with the act is
  • Five actions for advisors to take in response to the act
  • And more

Tune in now to learn what every advisor must know about the SECURE Act.

Resources:  InsurMark | Jamie Hopkins | Jamie Hopkins on Twitter

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Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business?

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , ,

Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients?

In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses.

In this episode, you will learn:

  • What big problem InsurMark is solving in order to help advisors create more value in their businesses
  • Why most advisors aren’t realizing much financial value in their businesses despite there being more potential buyers than sellers
  • How advisors benefit from InsurMark’s ADO brand
  • About the features of Hubbard, InsurMark’s new advisor business platform
  • And more

Tune in now to learn how InsurMark is helping advisors grow their businesses and achieve even greater success.

Resources:  InsurMark

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SPECIAL UPDATE: COVID-19

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , ,

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:   InsurMark | Dr. Robert Shiller Whitepaper

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