When focusing on retirement planning with life insurance, we at DBS would like to examine how the strategies pertain to women. The numbers are clear: women face greater challenges when it comes to retirement planning, and their wants and needs are unique. The DBS Case Design Team has the experience you need to help you […]
If you are like many financial advisors you spend much of your time focused on helping clients build wealth for important goals while minimizing portfolio risks. Unfortunately, too few spend time addressing non-portfolio risks that can prevent clients from reaching those goals. When you do this, you’re missing an aspect of risk management that can affect […]
by Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) Situation: Typically, this monthly publication focuses on technical life insurance concepts. However, this month we are taking a slightly different direction to describe how a collateral assignment of a life insurance policy can be used to help secure a loan from a bank or other lender. […]
No one really likes to think about needing long-term health care services, but the reality is that each year, an estimated 10 million Americans need some type of long-term care to assist them in performing everyday tasks like eating or bathing1. Long-term care expenses are a key risk to your clients’ retirement plan. If long-term […]
This article is available as a print-friendly PDF handout. Click here! Women today represent a diverse and multifaceted segment of the financial planning marketplace. In fact, women account for 85% of all consumer purchases.1 Furthermore, today’s women are highly educated and more financially empowered than ever before. However, evidence suggests that their financial planning needs […]
This article is also available as a print-friendly PDF handout. Click here! By Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished) Americans are not prepared for retirement – and it’s no secret that women face greater financial challenges in retirement than their male counterparts. Generally, women earn less than men, are more likely to work […]
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