Josh Martin

Retirement Management in the Age of Longevity 💼 Are your retirement strategies ready for clients living well into their 90s? As lifespans grow, so does the complexity of retirement planning. This is where the Retirement Management Advisor® (RMA®) certification comes in — offering a comprehensive approach to navigating longevity risk, dynamic income strategies, and personalized retirement plans. Our latest blog explores how RMA certified advisors are uniquely equipped to support today’s retirees with resilience and empathy, helping them thrive through retirement’s most complex challenges. 📄 Swipe through the blog in the PDF below to learn why RMA® professionals are becoming the new “rock stars” of retirement planning! #RetirementPlanning #RMA #FinancialAdvisors #InvestmentSense

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In anticipation of a new rate cut cycle taking hold, what should clients know about the performance of #fixedincomeannuities: https://bit.ly/4e8rUE5 #FIA #RetirementPlanning #FinancialPlanning #IndependentInsuranceAgents #NRSM24

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Are you Stress Testing your clients' projections? If not, you may have some things to consider. What about inflation erosion? What if WD rates need to be adjusted for any number of reasons? What about asset bubbles? What about longevity risks? What about fluctuating interest rates? #FinancialPlanning #RetirementSecurity #StressTesting #FinancialStrategies #LongevityRisk #InflationErosion #AssetAllocation #InterestRates #ClientSuccess

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As your needs evolve leading into your retirement years, your need for life insurance may change too. Here are a few options to review with your financial professional: https://hubs.la/Q02vMq8-0

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It's crucial to comprehensively assess all aspects of retired life, including overlooked costs, to safeguard long-term financial well-being. Discover how these three common expenses are important to consider during retirement planning: https://hubs.la/Q02vCWNK0 #Retirement #FinancialPlanning

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Retirement planning is best started early, but it’s never too late to plan for a life well lived. Help your clients make a positive change for the future so they can start planning today! Read the full article here: https://ow.ly/vwVb50Uhcmk

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Don’t miss tomorrow’s webinar on retirement plan selection! Learn how to evaluate or select a new retirement plan provider for your business in this session with Justin Mitchell. >> https://hubs.la/Q02TF8qL0 #webinar #plansponsor #retirementplan #retirementbenefits

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Why Retirement Diagnostics Are Crucial: Casey A. Marx discusses why having a diagnostic done on your portfolio is absolutely crucial to a stress free retirement and takes you under the hood to visually stress test a typical client portfolio. 👉 https://bit.ly/3WttYjn 👈

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Having a financial advisor can benefit you in many various ways. Here's 5 reasons it is helpful to have one: 🌟Personalized Planning - An advisor will tailor your financial plans to meet your unique goals 🌟Investment Management - Investments will be made aligned with your risk tolerance and objectives 🌟Risk Management: Assess insurance needs and recommend appropriate coverage to protect your assets 🌟Access to Resources: Advisors have access to advanced tools and insights that individuals may not have access to 🌟Peace of Mind: Have confidence knowing a professional is overseeing your financial plan and making necessary adjustments as needed If you are looking for a financial advisor, look no further. Give us a call at 636-626-7500 or shoot us an e-mail at [email protected] to see how we can help you! #finances #retirementplanning #financialadvisor #investmentstrategies

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Author Derrick Kinney has a piece of advice for #financialadvisors, "When you own a problem, you own your success." Find out how to leverage this insight to grow your client list. https://bit.ly/3UzH4cV #GrowthStrategies #InsuranceInsights #ClientAcquisition #FinancialPlanning #InsurancePlanning #IndependentInsuranceAgents

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In case you missed it: At American Society of Pension Professionals and Actuaries' 2024 Annual Conference, we showed plan administrators how to map a path to simplifying retirement plan administration and navigate toward better outcomes for all. Inspira Financial partners with retirement services providers and plan administrators to ensure the long-term financial health of retirement plans and their participants. From automatic rollovers to plan termination services, we relentlessly pursue better outcomes for all. The path to simplified retirement plan management: https://lnkd.in/dNMpd9sm #ASPPA

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Sponsored post: There are many different retirement plans and options, but in pretty much every scenario you can start to uncover fees with one single question to your plan’s administrator, broker or advisor: “How are you making money off of my account?” Created in partnership with HUB International.

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