Thank you for sharing!

Your article was successfully shared with the contacts you provided.

At times, financial advisors fall into ruts. At worst, you can get mired so far in conventional thinking that you may miss planning opportunities to help clients live better.

For example, what creative techniques are you using to help retired clients age 70+? After saving money for 30-40 years, some of these people landed in retirement just before a devastating bear market, followed by historically low interest rates. The stock market reduced their nesteggs while making them scared to death to take more risk. Now, many have retreated to short-term CDs, where a million dollars barely yields enough interest to buy groceries.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.