Retirement Planning & Financial Topics
Here is the stockpile of consumer-education reports on Retirement Planning and related financial topics I have created for you to send with your client newsletter and other marketing efforts (per our agreement). If you would like to view all the reports, visit the stockpile home page.
If you are one of my treasured subscribers, welcome back! Happy shopping for the report that is a good fit for your publication! If you are a visitor, then mosey over to this page for a “FREE + Shipping” offer and to see how you can get these reports for your own use.
General insurance topics that apply to more than one line can be found at this link “General Insurance and December Reports”. Look there for additional reports that could be valuable to your agency.
Note: Below are titles only, not downloads. The reports are available to paid subscribers, not the general public.
“Correctly Designating Your Life Insurance Beneficiary: Don’t Disinherit Your Grandchildren!”
“Does Your Financial Plan Cover ‘The Widow’s Gap’?”
“Five Threats to Retirement Income You Should Know (and Plan for)
“7 Types of Workplace Pension Plans”
“5 Tips to Free Up Funds for Retirement Savings”
“Understanding Pension Plan Notices”
“5 Vital Facts If Your Employer Terminates a Retirement Plan”
“Long-Term Care Alternatives to a Nursing Home”
“Warning: Protect Your Inheritance from Identity Thieves”
“Elder Financial Abuse: How to Spit It and Protect Seniors”
“How to Legally Increase Your Social Security Benefits by 57%”
“Is a Fixed Equity-Indexed Annuity Right for You?”
“10 Tips to Avoid Financial Fraud Schemes”
“7 Questions to Investigate Before You Invest”
“7 Life-Changing Uses for a Tax Refund”
“How to Donate to Charities Generously without Being Scammed”
“13 Tips to Prevent Identity Theft”
“Financial Records: Keep Forever, Save for a Year or Throw Away?”
“How to Find and Claim Your Long-Forgotten Money!
“How to Protect Your Financial Legacy from Creditors and Predators”
“Should You Take a Lump Sum Distribution of Your Retirement Account?”
“CDs: Protect Your Money by Checking the Fine Print”
“How Will You Pay for Long Term Care Costs?”
“Tips and Tricks of Beneficiary Designations”
“When Will YOU Become Uninsurable?”
“The Widow’s Gap: Does Your Life Insurance Plan Cover It?”
“Top 10 Ways to Prepare for Retirement”
“Getting Help from Social Security When a Family Member Dies”
“Potential Pitfalls of Annuities for Retirees”
“What Is an Annuity?”
“What is Long Term Care And Who Pays for It?”
“Don’t Pay Taxes on Money You Didn’t Get!”
“Which Annuity Payout Is Best for You?”
“Who Can Legally Take from Your Retirement Savings?”
“Estimating Health Care Costs in Retirement’
“Should You Take Your Retirement Benefits with You?”
“How to Find and Claim Your Long-Forgotten Money”
“Money Management Tips: Saving Savvy”
“Money Management Tips: Planning and Precautions”
Money Management Tips: Borrowing and Spending”