Originally posted to LifeHealthPro | APR 09, 2015 | BY WARREN S. HERSCH With tax season now in full swing, one question on the minds of advisors is how American workers due a tax refund this year intend use the money. The good news: more than half of them plan to save or invest it. So reports Principal Financial Group … Read more
Medico is here to show you their highly competitive rates for individuals aged 67-82, and how to increase your Medicare Supplement sales in 2015. Chances are, you’re trying to sell to many individuals ready to turn 65, right? The opportunity you are missing is with those folks over the age of 65 who aren’t being contacted. … Read more
Originally posted to BenefitsPro via LifeHealthPro | APR 08, 2015 | BY JOSEPH F. STENKEN The Social Security Act has established numerous programs which provide supplemental income for insured individuals and their families in the event of disability, when they retire, or at death. This supplemental income acts as a safety net — especially in old age — and keeps an estimated 43 … Read more
How badly do providers want IRA rollover business? So badly that at least one is willing to pay for it. Ally Bank, the banking subsidiary of Ally Financial, announced it will pay $100 to $500 to consumers who rollover outside funds to one of their IRA products. From the first of the New Year through the … Read more
Nineteen states and the District of Columbia impose an estate tax on a person’s assets after death, an inheritance tax on the heir receiving the assets or both. Here’s the expected 2015 exemption and the top rate for each.
There’s no shortage of debate about whether the Employee Retirement Income Security Act is meeting the retirement challenges now facing baby boomers and generations to follow. But there’s no debating that the law ushered in some monumental changes, enhancing, if not revolutionizing, the concept of retirement as the country knows it today. Here are the … Read more
Couples who choose to retire early at 62 rather than waiting until 65 may hope to enjoy a few extra years out of the workforce, but the reality is they could also face more than $50,000 in additional medicals bills, according to a report by Fidelity Investments. That’s because they will have to pay health insurance … Read more
The CMS has finalized its coverage decision to reimburse for hepatitis C virus screenings for two target populations, including baby boomers. That decision comes amid controversy surrounding the costs of treatment that could result from screening, since screening may identify asymptomatic people who carry the virus but may not need to be treated. FDA approval of Gilead Sciences’ Sovaldi—which can … Read more
Today — and every day through the beginning of 2030 — 10,000 Baby Boomers will turn 65, marking one of the biggest demographic shifts our country has ever seen. There’s a lot to say about this market: they’re forward-thinking, Web-savvy and feel significantly younger than they actually are. Spanning two full decades, they’re also very hard to label. … Read more
Business is booming for those who sell to boomers, a market that is rapidly retiring and facing a host of financial questions. This market wants an advisor who can give holistic financial advice, while keeping information straightforward and to the point. They also require a range of products to meet their needs, from life insurance … Read more
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