Retirement Plan Review; Growth Investing; $99 Legacy; Medicaid; Ret. Plans for Bus.; Unmarried Est. Plg.
Why U.S. Large-Cap Growth: A Compelling Case for Growth Investing
In today's equity markets, size is increasingly perceived as a proxy for reliability. A small group of mega-cap tech names – the Magnificent 7 – now accounts for over one-third of the S&P 500’s total market capitalization and 52% of the Russell 1000 Growth total market cap. This phenomenon introduces a key risk: passive exposure may no longer mean diversified exposure. Read the article from Transamerica.
5 Reasons for Financial Professionals to Call Their Clients About Retirement Plans Right Now
The 2025 Annual Retirement Study found that Americans are worried about inflation, market volatility, and the risk of outliving their savings. Americans are in need of financial professionals who can help them navigate the complexities of planning to secure their financial future. You have an opportunity to reach out to your clients to offer guidance and support with the mounting challenges in preparing for retirement. Read more – from Allianz – here.
Clients Can Leave a Lasting Financial Legacy with Just $99/Month
Your clients have the opportunity to leave a legacy to their children or grandchildren by providing one of the greatest gifts – life insurance. Check out this case study – from Securian – to see it in action:
· $99 Legacy (financial professional)
· $99 Legacy (client)
Prepare For Health Care Costs in Retirement: Using Immediate Annuities for Medicaid Planning
Outliving savings and income in retirement is a big concern for many. Think about how your clients will cope if they experience health issues after they retire. The cost of care in a nursing home for just a few months can be financially devastating. As you think about planning for their health care costs in retirement, consider using immediate annuities. They're often a good tool for Medicaid planning – from The Standard.
Selecting a Retirement Plan for Businesses
Helping your business clients choose a retirement plan can seem daunting. But no matter what their retirement goals are (e.g., reducing taxes, recruitment), Principal is here to help make it simple for you. No matter what stage the company is in, we have products and services to fit their organization’s needs. Check our “Selecting a retirement plan for your organization” brochure.
Estate Planning Strategies for Unmarried Couples
What unique challenges do unmarried couples have in planning their estates? See how to turn these challenges into opportunities using life insurance with this client-approved brochure from Pacific Life. Estate Planning for Unmarried Couples.
