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What is Socially Responsible Investing?

“Putting your money where your mouth is”… it’s an idiom meaning to show by your actions and not just your words that you support or believe in something. Socially responsible investing (SRI) is similar to this. It is a positive way to help investors make financial decisions that reflect their morals, values and passions and  Click to Continue

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What is Impact Investing?

Make a list of your community needs; such as homelessness, poverty, unemployment, crime, better schools, teenage pregnancy, etc. Presently, government funds seem only to band aid these social maladies. Imagine the changes we would see if the private sector combined forces with existing efforts. Well, it’s already happening and it is called impact investing. Impact  Click to Continue

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5 Life Insurance Industry Predictions, Ready or Not?

Melissa Etheridge sang, “the only thing that stays the same is change”. That would certainly describe the future of the Life Insurance Industry. Are you preparing for this paradigm shift? Here are 5 Life Insurance Industry Predictions, ready or not? Future Customer – Business today revolves around a knowledgeable customer and what they want. Are  Click to Continue

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What’s New For Retirement Accounts?

What’s new for retirement accounts? The new product is called a qualified longevity annuity contract (QLAC). What is a qualified longevity annuity contract (QLAC)? It’s a special deferred income annuity (DIA) for creating income inside a retirement account. DIAs are quite popular products. New IRS regulations may make DIAs even more popular by introducing this  Click to Continue

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How Do You Define Retirement?

How do you define retirement? To pullback, to evacuate, to retreat, to withdraw: These definitions fail to accurately describe modern retirement. Rather than the ending of a long career, retirement now is mostly about change. Many Baby Boomers will continue to work, but in jobs with more purpose and more meaning. One in seven middle-aged  Click to Continue

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