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Highlights from an Estate Planning Seminar

Money Talk

Specifically, a presenter who was not an attorney and had no recognized financial planning designations whatsoever pitching the legal services of a colleague who was not in attendance. The original program publicity contained neither the name of the sponsoring company or the presenter’s name or credentials. Sadly, I found some.

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Annuity Myths and Facts

Money Talk

An annuity is a contract between an investor and a life insurance company. Annuities are sold by insurance agents, stock brokers, and other financial advisors. Reasons to Purchase - The attorney presenter noted the following reasons to consider an annuity as part of overall estate and financial plans: 1.

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2022 Personal Finance Year in Review

Money Talk

Last month, I presented my eighth annual (2022) Personal Finance Year in Review webinar for OneOp. Insurance- Auto insurance premiums increased due to increased cost of repairs (labor), replacement parts, and car rentals and life insurance sales increased amid COVID fears. in June 2022, and stood at 7.1%

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Building Trust Through Transparency: The Total Compensation Statement Sample Explained

COMPackage

Benefits: A list of all benefits provided by the employer, such as health insurance, retirement plans, paid time off, and life insurance. Incentive Compensation: Any bonuses, commissions, or other performance-based pay. It should also be accessible to employees in both digital and physical formats.

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Formatting Your Benefits Packages to Attract More Talent

Hppy

Life Insurance Some employers offer life insurance as an extra benefit to their workforce. Income protection insurance offers peace of mind and helps to ensure that employees can focus on their recovery without the added stress of financial pressure.

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Top 7 Employee Benefits and Incentives

Employee Benefits

Life Insurance In the wake of the pandemic, many relatively young individuals are becoming more concerned about the financial security of their loved ones. For most, it’s unrealistic to accumulate a sufficient safety net, and personal life insurance plans can be expensive and restrictive.

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Financial and Lifestyle Concerns of Retirees

Money Talk

Having just tax-deferred accounts that postpone taxes to the future can be an expensive “tax bomb” that explodes in later life. Present Bias- A common error of younger retirees is thinking that their life will always look the way it does today (i.e., traditional RIRAs and 401(k)s). their health and ability to do things).

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