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Friday, April 30, 2010
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Retirement & Estate Planning
The content in this section is designed to provide critical knowledge to professionals serving clients that need assistance in creating retirement nest eggs that will generate income for life. This section also contains information useful to professionals with clients that need assistance in successfully passing along their financial assets to the next generation.
Estate Planning: Strategies for Unmarried Couples
Connie Fontaine, Professor of Taxation and the Larry R. Pike Chair in Insurance and Investments at The American College, speaks with correspondent Liz Lavin about estate planning for both married and unmarried couples and in particular, strategies to help unmarried couples protect each other in their estate planning.
Recent Retirement & Estate Planning Videos
Steve Plewes, the Principal of Advisors Financial Group, discusses recent changes to suitability rules for annuities.
John Olsen, principal of the Olsen Financial Group, discusses the regulation of annuities and the passionate viewpoints surrounding the products.
John Olsen, principal of the Olsen Financial Group, discusses implementing annuity regulation.
Steve Plewes, the Principal of Advisors Financial Group, discusses consumer views of annuities in this tough economy.
John Olsen, principal of the Olsen Financial Group, discusses regulations of a suitable annuity.
Phil Cannella, President and CEO of the First Senior Financial Group, discusses the importance of proper education for both clients and advisors.
John Olsen, principal of the Olsen Financial Group, discusses annuity rules and regulations.
Phil Cannella, President and CEO of the First Senior Financial Group, discusses basic flaws that contribute to a consumer’s lack of financial control.
Professor Ted Kurlowicz examines the details of Michael Jackson’s estate plan.
Professor Ted Kurlowicz explains how to handle a situation involving multiple wills.