Virtual Meeting Tips; What Clients Want from a FP; SS Case Study; Annuitization; Inflation Risk
6 Tips to Up Your Game in Virtual Meetings
Virtual meetings have become a way of life for most of us. We're selling, collaborating, and socializing online - pretty much from anywhere except our pre-pandemic offices. But just because we've become comfortable doing business virtually doesn't mean we've all gotten good at it. Loud background noises? Dropped calls? Wardrobe malfunctions? Chances are you've recently witnessed one of these bloopers. More here from The Standard.
What Clients Want from a Financial Professional
The vast majority of respondents to the 2023 Annual Retirement Study from Allianz Life said working with a financial professional would help ensure they could financially support all the things they want to do in their life. While most Americans find value in the guidance offered by financial professionals, many do not seek professional guidance. More here.
Social Security: Understanding Spousal Benefits – A Case Study
“My wife stopped working decades ago. It was the right decision, but now I worry that she won’t qualify for Social Security benefits.” Read the Case Study from Athene.
Simple Video: Annuitization Made Easy
Financial jargon can be complicated for clients. Columbus Life can help make it simple. Our recently revised “Annuitization” video explains the concept in clear consumer-friendly language. Share it to kick-start an annuity conversation during Annuity Awareness Month in June.
Business Owners: What Keeps Them Up at Night?
For your business-owner clients, you're well‐aware that, in many cases, they need to wear a number of different hats and know a lot about a lot of stuff. There are a lot of great rewards for running your own business, but it's typically very stressful, too. Today we're going to look at 6 different business issues that can cause a lot of stress and keep a lot of business owners up at night. Check out this complete kit from Corebridge Financial:
· PowerPoint Consumer Slide Show
How A Sequence of INFLATION RISK Might Affect Your Retirement
Did you know it is possible for two retirees to lose an identical amount of purchasing power over 20 years, yet one retiree will experience a significantly higher cost of spending because they experienced higher inflation earlier in retirement? Read the flyer here – from F&G.
