Practice

Improving retirement income decisions

How can advisors help clients be better prepared to choose? Let’s start with the qualifying information needed to make this key decision. Advisors should consider seven important questions: Does your client have a spouse or children who will rely on this pension for income, even after your client has passed on? Is your client within […]

By Cindy D. David |February 1, 2010

2 min read

Maximize retirement income choices

Clients on the brink of retirement face a crucial decision on the income they’ll receive for the rest of their lives, if they’re lucky enough to have a pension. Most pensions offer different income-level options, some that provide income till your client dies, and others that continue at a reduced amount if the client dies […]

By Cindy D. David |February 1, 2010

5 min read

Social media can help advisors

When used effectively, social media is a valuable addition to the marketing mix of financial planners. Due to the wide distribution and democratic nature of these social tools, it’s important for planners to understand they are already involved in the social conversations unfolding online. Word-of-mouth recommendation has existed since the dawn of language, but the […]

By Neil Bearse & Betty Ann-Howard |February 1, 2010

6 min read

Ensure endowments are properly funded

Last month we introduced AER readers to the Happy Valley case study , in which the wealthy widow and matriarch of the fictional microcosm community sought an advisor’s help on how to create an endowment fund to be used to improve the social and environmental conditions of the community. We’ve examined how to structure an […]

By Mark Noble |February 1, 2010

8 min read