Start Retirement Talks With Income, Not Assets

Start Retirement Talks With Income, Not Assets

Kiplinger Adviser Intel says a retirement magic number may be the wrong target. Here’s how Michael Cherny’s income-first approach can reshape your next client conversation.

retirement planningretirement incomekiplingermagic numberclient conversations
Webinar: Long Term Care, What You Need to Know

Webinar: Long Term Care, What You Need to Know

Medicare doesn’t cover long term care, and most clients will face that gap eventually. Join this session to learn how to raise it before it becomes urgent.

long term care webinarMedicare coverage gapLTC planninglife insurance agentsclient conversations

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