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The Retirement Marathon

Investing for Retirement is a Long-Term Pursuit of Financial Security

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April is National Financial Literacy Awareness Month

Financial Illiteracy is a Disgrace for the country with the Largest Economy in the World

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Educating the Consumer

Promoting Your Practice Through Consumer Education

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The Academy of Coaching and Education

Many Financial Professionals Lack Mentors and Real Knowledge to Make an Impact on the Life of a Client

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Tax Diversification in Retirement

Tax Diversification Can Generate More Spendable Income in Retirement

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Indexed Universal Life Insurance

Indexed Universal Life Could be a New Asset Class

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Owners and Beneficiaries - Proper Assignments Are Necessary

Decide Carefully Who Will Own & Who Will Benefit from Your Policy

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How Much Life Insurance

The Right Coverage Can Secure Your Family’s Financial Future

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Permanent Life Insurance

Lifetime Economic Exposure Requires a Permanent Solution

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Term Life Insurance

Covering Temporary Financial Liabilities with Term Life Insurance

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Insuring the Future

A Complete Financial Plan Includes Insuring the People Who Count

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Diversity to Mitigate Adversity

Recognize the Threats to Achieving Your Goals

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Risk and Return

Determining Your Risk Tolerance is Essential in Measuring Your Estimated Return

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Identifying Asset Classes

Asset Allocation May Be an Diversified Asset Class Issue

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Investing with a Purpose

There’s Always an End Game to Investing

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Building Your Portfolio

Most Americans Invest in a Retirement Plan, But Have No Idea how to Construct an Investment Portfolio

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Purchasing Blocks of Retirement Income

Retirement Assets Can Be Converted to Guaranteed Periods of Income or Lifetime Income

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Annuity Income Options

Correlating Retirement Income Scenarios with Annuity Income Options

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Fixed Rate & Indexed Annuities

Fixed Rate Annuities May Offer Better Returns than a CD, Indexed Annuities May Offer Market Returns without the Market Downside

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Guaranteed Sources of Retirement Income

Identifying Retirement Assets for Income Sources