Retirement & Money Management

Good news! I will happily send clients and future clients these reports which will help you become a better buyer or consumer of insurance. Just use the contact form me to tell me the report titles you are interested in and I’ll send them to your inbox or mailbox.

Annuities & Retirement Planning

  • What is an Annuity?
  • Which Annuity Payout is Best for You?
  • 4 Potential Pitfalls of Annuities for Retirees
  • How to Legally Increase Your Social Security Benefits by 57%
  • Does Your Financial Plan Cover the Widow’s Gap?
  • Should You Take Your Retirement Benefits with You?
  • The Top 10 Ways to Prepare for Retirement
  • Five Threats to Retirement Income You Should Know (and Plan for)
  • 7 Types of Workplace Pension Plans
  • 5 Tips to Free Up Funds for Retirement Savings
  • 5 Vital Facts if Your Employer Terminates a Retirement Plan
  • Understanding Pension Plan Notices
  • How to Protect Your Financial Legacy from Creditors and Predators
  • Should You Take a Lump Sum Distribution of Your Retirement Account?
  • Who Can Legally Take Your Retirement Savings?
  • Correctly Designating Your Life Insurance Beneficiary: Don’t Disinherit Your Grandchildren
  • CDs: Protect Your Money by Checking the Fine Print
  • Don’t Pay Taxes on Money You Didn’t Get
  • Long Term Care Alternatives to Nursing Homes
  • What is Long Term Care and Who Pays for it? (2pgs)
  • How Will You Pay for Long Term Care Costs? (2pgs)

Money Management

  • Financial Records: Keep Forever, Save for a Year, or Throw Away?
  • Warning: Protect Your Inheritance from Identity Thieves
  • Elder Financial Abuse: How to Spot It and Protect Seniors
  • 10 Tips to Avoid Financial Fraud Schemes
  • 7 Life Changing Uses for a Tax Refund
  • Money Management Tips – Saving Savvy
  • Money Management Tips – Planning and Precautions
  • Money Management Tips – Borrowing and Spending
  • 7 Questions to Investigate Before You Invest

If you’d like to receive great reports like this in your curbside mail box every month, clients and future clients are invited to subscribe to my FREE monthly print newsletter. Each issue includes reports like those posted here plus funnies, trivia, interesting stories, and a puzzle – all at no charge! Check out sample issues on this page.

P.S. Just for fellow insurance agents: You can send reports like these to your own clients and prospects. To find out about reprint rights, email me. For a FREE offer on how to market insurance, visit this site.

Disclaimer: All information provided is general in nature and does not constitute advice to you personally. The information may not conform to the state laws where you reside. While the information is periodically updated, no guarantee is given that the information is correct, complete and/or up to date. Consult a licensed advisor for the state where you reside about your personal circumstances.