Chris Petrakis

Rising long-term care costs in New Jersey can quickly drain your savings. However, there are ways to protect your assets with strategies like long-term care insurance, irrevocable trusts, and Medicaid planning to secure your financial future. Read more in our latest blog.

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Annuity sales are forecast to grow over next two years. Behind the surge: rising demand for asset protection and guaranteed income. Learn more: https://ow.ly/zGNi50TvIe1 Annuities make sense. Explore ours. https://ow.ly/ivqR50TvIe0

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Think quality health insurance is out of reach? 🤔 Try the Massachusetts Health Connector estimate tool to see what you can save on monthly premiums: https://lnkd.in/e5hV_wbZ

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INDEXED AND STRUCTURED ANNUITY SALES ARE ON A HOT STREAK! WINK, INC. RELEASES 1ST QUARTER, 2024 ANNUITY SALES RESULTS https://lnkd.in/gDrhKEbJ

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💼🌟 In a challenging economy, it's crucial to find creative ways to keep your team engaged beyond just financial rewards. From wellness programs to flexible work options, discover how to foster a motivated and connected workforce. #EmployeeEngagement #Wellness #WorkplaceMotivation #Leadership #HRStrategies #SHRM

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Throughout Q1, plans saw an overall strengthening of solvency ratios. https://bit.ly/3xW2Rnt For defined benefit pension plans in the enviable position of enjoying a surplus, having an effective strategy for its use will be on the agenda. Jared Mickall and other experts share why contribution holidays, improving benefits or retaining surplus are typical options, and why their financial impacts should be explored. #DefinedBenefit #RiskManagement #pensions

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Nineteen states, including New York, are contemplating implementing a tax on individuals who are not covered by a qualifying long-term care insurance policy. New York has proposed a Long-Term Care Trust Program to address the issue of long-term care insurance through a mandatory payroll tax. HBK Principal Jim Rosa provides details. #TaxPlanning #Healthcare

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Is what you know about life insurance true or just a common myth? Learn more about the realities of life insurance to understand what a significant role it can play in your financial strategy. https://lnkd.in/gEFyXjCB

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The annuity market is seeing record-breaking sales. What does this mean for you? Next week, Bryan Hodgens, senior vice president and head of LIMRA research, and Keith Golembiewski, assistant vice president and head of LIMRA annuity research, will explain the current sales trends, expectations for the immediate future, and how our industry will continue to grow the annuity market in the years to come. If you operate in the annuities space, our next episode of Industry Insights With Bryan Hodgens is for you. ➡️August 28 at 2:00 p.m. ET on LinkedIn https://ow.ly/GBbL50SULzT #IndustryInsightsWithBryanHodgens #Annuities #FinancialServices

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Population models may be standard, but they aren’t always reliable. ISC’s Chris Conway highlights the importance of individual-level data for accurate longevity risk evaluations. Explore our approach: https://brnw.ch/21wOcov #RetirementPlanning #LifeExpectancy #ISCServices

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A great article on the importance of #longevity in financial planning.

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