LGBTQ Retirement Guide

23 Jun

More than 3 million LGBT Americans are currently over 50, and that number is estimated to more than double over the next decade as Baby Boomers ride in on a rainbow-hued silver wave.

For many like Miller, the traditional idea of retirement looks increasingly uncertain—and quite different from their heterosexual peers’, even in an era of antiretroviral cocktails, marriage equality and enshrined protection from employment discrimination.

We’ll cover the issues those in the LGBTQ community most often encounter when preparing for retirement here—and how you can tackle them. More>>

Five Financial Planning Tips for LGBTQ+ Couples

14 Jun

June is Pride month. Here are some tips on planning for your future.

Sometimes the hardest commitment couples make is to join their finances. After all, money matters encompass a host of sensitive personal issues including values, goals and priorities, which is why it’s vital to be on the same page as your partner.

Many LGBTQ+ couples find themselves with an even more complex web as they navigate finances unique to their situation. More>>

June is Annuity Awareness Month

9 Jun

Guest contributor: Brendan Connerton, serves as Director, Annuities at Crump Life Insurance Services.

Whether searching for yield for continued growth, locking in market gains, or planning for income in retirement, annuities have clients covered.

June is Annuity awareness month and a perfect time for you to have conversations with your clients around protection and guarantees for both accumulation and income. More>>

16 Commonly Misunderstood Insurance Words

7 Jun

Underwriting, premiums, contestability period—terms like these can make insurance words seem like a foreign language.

Fortunately, a good insurance professional can help you make sense of it all. So can the definitions below. We explained them in recognition of Financial Literacy Month. Read on to understand some commonly misunderstood insurance words. More>>

October is Breast Cancer Awareness Month

12 Oct

2020 has been a powerful reminder that we are all in this together, and our choices and actions have the power to protect the most vulnerable among us in a big way. The same holds true when it comes to breast cancer. By uniting as a community that recognizes the value of all women, we can work ToGetHer to make sure every woman has access to education, screening, treatment, support, and hope, regardless of her circumstances. More>>