By Deb Strong
Tax season is upon us again and as financial planners, it’s our job to work with clients on IRAs, RMDs, QLACs and any other financial aspect that can be listed as an acronym! Seriously, we do have an obligation to be fully aware of the strategies that can help our clients in all areas of their financial lives. And, aside from tax season being the main focus this time of year, there’s also the fact that nearly 10,000 people are turning 65 in this country every single day and that will continue through 2030. What does that mean to you? It means that you need to continually provide the financial tools and strategies to ensure that those nearing or in retirement have income and protection of their assets for the rest of their lives. It sometimes means you’ll need to battle the stock brokers out there that still want 100% of their clients’ funds in the market even when their 75 years-old! And, with the annuity and linked-benefit products available today, we can show you exactly how to do that effectively! Call me today and I can provide client-specific solutions to meet any need.
Annuity Sales Manager