Announcing the evolution of #theblueprintinsuranceservices. We are now #synchronize. The new branding is looking fresh and clean.
linkedin.com/feed/update/ur…
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The BluePrint Insurance Services
211 posts
The BluePrint Insurance Services
@InsuranceRIA
An Insurance Partner for RIAs and Comprehensive Financial Advisors #TheBluePrintInsuranceServices
United States of America Se unió Mayıs 2017
524 Siguiendo178 Seguidores
Please join in on the conversation! I'm looking forward to talking about this and how this research applies to more than just SPIAs.
NAFA@NAFAUSA
Recent research examines the effect of #annuities in various #portfolio scenarios. Join us as @TamikoToland of @CannexTweets examines the findings to help you educate clients on the value of annuities in #retirement sustainability & legacy planning. register.gotowebinar.com/register/76315…
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@ThinkAdvisor @WadePfau Educating RIA's and comprehensive financial advisor marketplace is also a key component to understanding these clients solutions. The solutions are there. They just have to understood correctly and used in the correct way. Just like anything else that is in the portfolio.
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As pensions decline, why aren't more investors using annuities? @WadePfau and others laid out some reasons.
thinkadvisor.com/2022/04/15/6-r…
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@TamikoToland This is 100% correct. My friend @brianportnoy can weigh in on this.
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This could be a sensitive subject for some clients, but this is an area where framing can help. A lot!
CANNEX@CannexTweets
Financial professionals: behavioral biases are a big problem for your clients, but this is where you can help. Most exhibited common behavioral biases, based on #PRIP, our study done in partnership with @alincome. See more at cannex.com/index.php/prip/
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There's still time to join us! @CannexTweets
The American College of Financial Services@TheAmerCol
TOMORROW: How can annuities fit into your #retirementplanning today? Join our retirement income experts @WadePfau and Steve Parrish with guests @TamikoToland and Michelle Richter for an in-depth conversation! Register now. alumni.theamericancollege.edu/annuityconside… #financialservices
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@TamikoToland @CannexTweets Especially when there are client solutions (annuities for ex.) that get a bad rap. When the client solution calls for and annuity all RIA's & comprehensive financial advisors should take a fresh look at them with an unbiased preconceived opinion.
#theblueprintinsuranceservices
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Arguably not just one solution (save more) but also save *right* and feed into solutions that give workers the confidence to retire. Translating savings to income is HARD.
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The US needs a systematic review of its retirement income system. Coverage, portability, ability to create emergency savings, and converting savings into income need improvement: washingtonpost.com/business/ameri…
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@CannexTweets @alincome This is a message that we tell RIA's and comprehensive financial advisors more and more everyday. Education is key. The client solutions for the Fee Only Advisors are there. They just have to be used in the correct way.
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What do financial professionals know about annuities? They can replace part of the bond allocation in a $1m 60/40 portfolio for retirement. Plus, we know this strategy can improve outcomes for clients. Learn more about the PRIP study the @alincome here: cannex.com/index.php/prip/
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@lumafintech Rodney Branch and the whole Luma Financial Technologies team are great.
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Our Chief Marketing Officer Rodney Branch was invited to speak about #DiversityandInclusion with NAFA and why these topics are important to discuss in the workplace. Thank you, Rodney, for sharing your experiences and lessons in leadership!
Check out the full conversation:
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@NAFAUSA @lumafintech Rodney Branch and the whole Luma Financial Technologies team are great.
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There's major buzz around #diversity in the workplace. But what does intentional inclusion really mean? How is it changing the future of work? @lumafintech helps us explore all our industry has to gain by exhibiting #leadership in this area of business. youtube.com/watch?v=rnCTCz…
YouTube
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@TamikoToland Annuities are a great bond alternative and they are offered as fee only for RIA's and comprehensive financial advisors. Many of them are seeing the light and adding them to their platform as a viable client solution.
#bondalternative #annuities
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Annuities can be great bond alternatives before and after retirement. In this piece, I present analysis that supports how a life annuity improves outcomes when simply replacing some of the bond allocation. cannex.com/wp-content/upl…
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@CannexTweets We at The BluePrint Insurance Services are always down for a Master Class in Annuities.
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Think it's impossible to *quantitatively* evaluate a 1035 exchange of an annuity with an income benefit? Think again--and learn more at this class today at 3pm. linkedin.com/events/annuiti…
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@rgrikard @TheArmoTrader @michaelbatnick @RetirementRisks Just curious what you would think about an IUL policy that is fee only and matches exact how you incorporate your AUM in your ADV.
Thoughtful comments only. This is a conversation that needs to be had in the RIA industry.
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@TheArmoTrader @michaelbatnick @RetirementRisks I see so much of this. The commission structure of the iul product creates incentives for insurance agents to pretend to be financial/retirement advisors. It’s the main area of my law practice now around the country.
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What’s the worst professional advice you have ever received?
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@ThrivosLLC Penny....I just sent you an DM. Let me know if I can help.
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Check out this article!
global.lockton.com/us/en/news-ins…
#Lockton #creativeplanning #TheBluePrintInsuranceServices
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