Tuesday, December 04, 2018

‘These Go To 11:’ Indexing Beyond Rates And Renewals

'These Go To 11:’ Indexing Beyond Rates And Renewals
By Eric Thomes

(InsuranceNewsNet)

Retirement: Plan to work 2 years longer than you thought, survey suggests

Retirement: Plan to work 2 years longer than you thought, survey suggests
By Ben Tobin

(USA TODAY)

Thorough Social Security Analysis Can Cement Client Relationships

Thorough Social Security Analysis Can Cement Client Relationships
By Debbie Carlson

(Financial Advisor Magazine)

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AAAE does not give tax, legal, or Social Security benefits advice. Please encourage your clients to consult a tax advisor, attorney, or local Social Security Administration (SSA) office.

Marketing to Meet Potential Clients’ Needs


Financial professionals have their work cut out for them these days. There are more and more people in need of financial services, but many have anxiety about the state of their retirement savings and are not aware of potential solutions to help them catch up. Allianz Life Insurance Company of North America (Allianz) conducted a survey recently called the Chasing Retirement Study, composed of Americans age 45-65 actively saving for retirement. Of 1,109 respondents, 49% were labeled “Chasers” due to their need to catch up on their retirement savings. They have either fallen behind on where they should be, wish they could accumulate savings faster, or worry that if they don’t increase savings soon it will be too late to have a comfortable retirement.[1]

6 new IRS tax limits for retirement plans in 2019

6 new IRS tax limits for retirement plans in 2019
By Liz Skinner

(InvestmentNews)

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AAAE does not give tax or legal advice. Please encourage your clients to consult a tax advisor or attorney.

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