Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after an individual turns 80. For couples, deferring benefits can make even more sense...
What's Ahead: Income notes effectively transform a stock's dividend into a coupon when using a structured note. At times, a note may feature a higher coupon yield than comparable dividend yields. Investors need to pay attention to a note's particulars — a note's...
What's Ahead: Independence has its advantages but requires the timely process of selecting a tech stack. Specialist can help simplify the process, often improving capabilities along the way. New capabilities, such as client personalization, can greatly expand an...
Two Basic Types of Protection As a reminder, both Soft and Hard Protection provide a level of downside investment protection against the underlying asset decline, the two are very different types of protections. While Advisors should also make their own conclusions...
What's Ahead: Demand for annuities continues to gain momentum. Ignoring client interest represents a significant missed new business opportunity. Advisors can partner with an OID, quickly easing many of the classic hurdles common to annuities. An outsourced...
Nov. 14 & 21 • 1:00 pm CT