Rhonda Windsor

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Looking for a product that can increase your coverage over time and help strengthen your financial future? Watch this video about whole life insurance policies that are eligible to receive dividends, then let’s discuss your coverage options.

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Looking for a product that can increase your coverage over time and help strengthen your financial future? Watch this video about whole life insurance policies that are eligible to receive dividends, then let’s discuss your coverage options.

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Check out the article below for 12 insights into Boomers’ realities in retirement!

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By doing a personal inventory of insurance and financial records of clients’ families, it encourages them to work more with financial advisors. Learn more at https://bit.ly/3K7sOmP.

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Planning for your financial future doesn't have to be intimidating. By understanding your finances and developing a plan, you can feel confident and in control. With the guidance of Transamerica representatives, you can pursue your financial goals with confidence, whether it’s buying a home, retiring early, or creating an emergency fund. Start your journey toward financial well-being by clicking the link below. https://lnkd.in/epYFK5X9

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MassMutual has seen it all. During times of economic upheaval, people seek out certainty and stability. They can make rash decisions that have lasting negative impact on their retirement savings. How do you ease clients’ minds? How do you keep them from trying to time the market? Start with this guide to client conversations: http://spr.ly/6047WjesB

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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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Are there parts of your #retirement plan that could still use some work? See if you agree with respondents from a recent Athene survey and explore helpful insights from current retirees. https://ow.ly/w1PB50SriLO

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