Ryan Holt

Employer retirement plan committees, it's time to take your fiduciary duties seriously! Regular evaluations of your plan providers are not just a best practice—they're crucial for ensuring the integrity and effectiveness of retirement plans. Implementing a structured evaluation process not only fulfills your fiduciary obligations but also safeguards your employees' financial futures. Let's ensure we’re always acting in their best interest! 💪💼 #RetirementPlanning #FiduciaryResponsibility #EmployeeBenefits #InvestSmart Learn more at: https://lnkd.in/efFu4CkS #FinancialAdvisor #CGFinancial #FinancialServices #MyCGJourney

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📈 How Will the SSA COLA Affect Your Clients’ Retirement Income? With new COLA adjustments, it's time to revisit Social Security in your clients' retirement plans. Key updates, like the new FICA wage base and earnings test limits for 2025, could impact their benefits. Stay informed to help maximize their income! Check out the details: https://lnkd.in/eVgYt4pf Let’s start the conversation! 💬

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Have your clients discussed long-term care with their aging loved ones yet? 🤔 As a financial advisor, you play a key role in ensuring your clients and their families are prepared to pay for the cost of care and remain financially secure. 💰 Utilize our recent blog to help support your client conversations today! https://hubs.la/Q02Whypm0 #LongTermCare #FinancialAdvisors #FinancialSecurity

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Advisors: Retirement planning can be challenging. Helping your clients explore their Medicare options shouldn’t be. Explore education resources that you can share with clients: https://bit.ly/3x8r1dV #RetirementPlanning, #Retirement #Medicare

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Don't just email your clients, communicate with them! This explores how insurance agents can strengthen client relationships by going beyond automated emails. Learn how to build trust and foster loyalty throughout the entire client lifecycle.

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Pension maximization: what is it, and how can you achieve it? https://loom.ly/CsHdQF0 #financialplanner #retirementplanning . . . . . The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

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For financial advisors, effective communication is key to building trust with clients. Bodewell is a tool for financial advisors looking to communicate more effectively with clients online. How? Video marketing. https://bit.ly/3L17Nep #financialadvisors #videomarketing #video #bodewell

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Are you feeling overwhelmed by your finances? The good news is, financial planning doesn’t have to be complicated. At Beratung Advisors we make financial planning simple for you. Our team is here to guide you through every step of the process, empowering you to make informed financial decisions and achieve your financial goals. Send me a message today to get started! #FinancialPlanning #FinancialFreedom #SimplifyYourFinances #beratungadvisors

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Branding: The Investment That Pays Off for Financial Advisors (via Advisors'​ Academy): https://ow.ly/rabY50RlKcO #AdvisorsAcademy #smallbusiness #smallbiz #marketing #branding #financialservices

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When emotions are involved, decisions can be difficult. Use this guide to help your clients choose a financial caregiver: https://bit.ly/3WyCU7q

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8 Reasons Why Clients Need a Live Insurance Agent

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