Manuel Amezcua

The 2024 editions of the Retirement Plan Participant Experience Benchmarks are now available. This year's research found that plan providers focused on streamlined navigation and holistic financial planning over the last year, but participants still want more usability improvements. Watch our preview video for more details on the methodology behind this research. https://lnkd.in/en_SqfwQ

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Get a crash course on VAPPs — a retirement plan design that some are calling the next big thing for addressing the retirement income gap for Americans — in the latest Retirement Plan Insider podcast. John Redmond, Segal’s Midwest Retirement Practice Leader, shares how Variable Annuity Pension Plans revolutionize risk management by aligning benefits with investment performance for greater stability, overcoming the volatility and unpredictable contributions that traditional DB plans often struggle with. Learn what you need to know about VAPPs. Get the full episode: https://lnkd.in/eCph74eV   #riskmanagement #riskmitigation #retirementplanning #pensions

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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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Succession planning isn’t just a “nice to have”: Advisors owe it to their clients to proactively plan for their own retirement. John Taft explains in his latest blog. https://bit.ly/4bB6GNr

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In this episode, Jim and Ryan explore the significant impact of behavioral coaching on financial decision-making. Learn how advisors add value by keeping clients from making emotionally-driven investment choices and helping them stay focused on long-term goals. Discover real-life examples of how behavioral coaching can enhance financial outcomes and ensure steady growth. Tune in for essential insights on the power of staying rational in the financial world. https://lnkd.in/gGSimshZ #FinancialAdvice #ValueOfAnAdvisor #WealthManagement #BehavioralCoaching #FamilyWealthPlanning #TaxPlanning #FinancialSuccess #HolisticFinancialPlanning #InvestmentStrategies #MoneyMindsetMastery #Podcast

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In this episode, Jim and Ryan explore the significant impact of behavioral coaching on financial decision-making. Learn how advisors add value by keeping clients from making emotionally-driven investment choices and helping them stay focused on long-term goals. Discover real-life examples of how behavioral coaching can enhance financial outcomes and ensure steady growth. Tune in for essential insights on the power of staying rational in the financial world. https://lnkd.in/gGSimshZ #FinancialAdvice #ValueOfAnAdvisor #WealthManagement #BehavioralCoaching #FamilyWealthPlanning #TaxPlanning #FinancialSuccess #HolisticFinancialPlanning #InvestmentStrategies #MoneyMindsetMastery #Podcast

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In this episode, Jim and Ryan explore the significant impact of behavioral coaching on financial decision-making. Learn how advisors add value by keeping clients from making emotionally-driven investment choices and helping them stay focused on long-term goals. Discover real-life examples of how behavioral coaching can enhance financial outcomes and ensure steady growth. Tune in for essential insights on the power of staying rational in the financial world. https://lnkd.in/gGSimshZ #FinancialAdvice #ValueOfAnAdvisor #WealthManagement #BehavioralCoaching #FamilyWealthPlanning #TaxPlanning #FinancialSuccess #HolisticFinancialPlanning #InvestmentStrategies #MoneyMindsetMastery #Podcast

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The myths, facts, processes, costs and taxes. The Glacier Two-Pot Retirement System Webinar 2024 covered a plethora of topics and themes on the new retirement reform. With so much misinformation doing the rounds and clients' expectations' misalignment with reality, the focus on the webinar was to bring intermediaries up to speed with the facts. The webinar kicked off with presenter, Annalise De Meillon-Muller CFP®, debunking the myths and laying out the facts. The first panel discussion, facilitator Sibabalwe Mgijima CFP®️, and panelists Hester Mostert and Adele van der Schyff, explored four personas at different stages of life, and how they are likely to approach Two-Pot. They also unpacked some of the practicalities of accessing the savings withdrawal benefit and what to do if you don't want to access your retirement savings. In the second panel discussion, facilitator, Annalise De Meillon-Muller CFP® with panelists Elton James, Sherwin Govender CFP®, MBA, Natashja Terblanche, Zaheer Bhikha, and Hildegard Wilson, examined how Two-Pot is the biggest change in the retirement industry in decades and will likely transform retirement income planning going forward. #GlacierBySanlam #GlacierTwoPotsRetirementSystemWebinar

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Navigating a corn maze requires careful choices and a clear direction to reach the end. Follow CL Life on LinkedIn for guidance to help you find your way through the twists and turns of financial planning and life decisions! #CLLife #fixedannuity #annuities #insurance #retirement #retirementplan CL Life and Annuity Insurance Company SM-1024

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Client retention is a constant concern for advisors, especially when transitioning to independence. Fortunately, a May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the future of the RIA sector. According to the study, client retention rates are at 86%. The findings from Great Valley Advisor Group's transition team are in line with these statistics, as well as showing high advisor satisfaction feedback. Read the full blog post here - https://lnkd.in/e8zirfBF

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The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement: https://bit.ly/3QquYPh #RetireReady #RetirementPlanning #403b #401k #TRAK #TheRetirementAnalysisKit

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The importance of financial literacy in preparing for retirement cannot be understated. Total financial wellness is driven by the understanding that by making financial success attainable for plan participants, organizations can engage employees and prepare them for all the phases of their working and retirement lives. Join us in either Chicago or New York to hear what plans are doing to engage employees and to assist in preparing them for the decumulation stage and beyond. https://lnkd.in/eMZ28EFP

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When discussing annuities, educating your clients on both the pros and cons will help them feel more comfortable with your advice and recommendation. Lindsley, a 10-year MDRT member, shares how effectively educating clients on their annuity options can be mutually beneficial. Help expand your clients’ portfolios with Lindsley’s tips in ThinkAdvisor: bit.ly/3WgnR0I

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🆕The 2024 US Financial Wellbeing report is out now! 📈Get insights into how to craft meaningful retirement plan benefits and supporting financial coverages by: - Addressing the retirement readiness gap - Maximizing the value of retirement plans with supporting resources - Funding educational goals -Making the most of multiple HSA benefits Open the full report to start maximizing your peoples financial confidence. 👇 https://okt.to/VS6rxm #Benefits #FinancialWelbeing #Finance

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