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ThinkAdvisor: The 2 Things Your Clients Need to Know About Life Insurance

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about the benefits of  clearly explaining two concepts in permanent life insurance policy design — funding level and growth potential. These two basic levers are easy for clients to understand and can readily help advisors explain why one policy type or structure would be a better fit for a client’s goals than another structure.
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In The News

Perspectives Magazine: Accommodating Post-Pandemic Consumers

Financial services are an increasingly tech-driven industry. As a financial advisor moving into 2021, technology will be your foundation for reaching new clients and retaining your existing ones. Being able to demonstrate value virtually has become fundamental to not only growth, but customer retention. The new digital approach to consumer decision-making may be overwhelming to financial advisors who have long relied on traditional methods of attracting new customers.
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In The News

ThinkAdvisor: Put Those RMDs Back. Now.

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about the rapidly approaching deadline for fixing required minimum distributions (RMDs) that came out of client accounts prior to the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act.
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Press Release: Covisum Collaborates with TruChoice to Help Financial Professionals Create Tax-Efficient Retirement Strategies

OMAHA, Neb. – Today, Covisum®, a financial technology company enabling thousands of financial professionals to help provide potential solutions for retirees and pre-retirees, announced a collaboration with TruChoice Financial Group, LLC (TruChoice), to provide TruChoice-affiliated, securities-registered professionals special pricing on annual subscriptions to Tax Clarity® software.
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In The News

Perspectives Magazine: Post Secure Act—Roth Conversions or Life Insurance

The SECURE Act has created some really interesting opportunities for financial advisors who specialize in retirement income planning, especially when you consider that some of these changes can cause eventual sub-optimal tax situations for clients.
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Retirement Daily: Should You Claim Social Security Early Because of COVID-19?

It appears that the Social Security system may run out of funds even faster than projected. While the last Social Security Trustees report indicated that funds would run out by 2035, some think tanks are suggesting that it could be as early as 2029 as a result of an influx of new Social Security claimants and reduced income from fewer people working due to the pandemic. Thus, many advisors are suggesting that it might be beneficial to claim Social Security benefits early.
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