Retirement Planning Resources |
Useful Product Links |
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Have a Retirement related or Financial related website to suggest? Please use this button to send it to us. Ron Iverson's "65overandunder.com" website - Ron Iverson, author of several books and articles on retirement, Social Security, Long Term Care, and Medicare, has over 65 articles that are informative and easy-to-read. Ron has over 38 years in the senior insurance market business. EBRI
Annual Retirement Confidence Survey - 28 pages, PDF Format
PBS Video: Can you afford to retire? - Excellent video packed with facts and figures and information. Hard points on how most people will have to work during retirement to maintain their style of living. And how that is not what most people think "retirement" is supposed to be... By definition it has always meant "not working anymore". All we can say is "Ouch!" SmartMoney.com article: Introducing the Roth 401(k) - We get a lot of questions and inquiries about the new Roth 401(k) plans. Now this article was written in 2005 but it is still a great summary if you know little about these plans and how they will work. Top 7 Ways Advisors Use Torrid's Software to Generate Leads - If you are an insurance agent or financial advisor or financial planner, this report will give you specific ways to use our software to generate leads. Armed with our program, you can make an offer to do a basic retirement analysis that will send you more prospects then you have time to meet with. Saving
for Your Golden Years: Trends, Challenges and Opportunities
- 40 pages, PDF Format AXA
Equitable International Retirement Scope Survey - 118
pages, PDF Format 401kHelpCenter.com - This useful site has soooooo many articles about 401(k) plans, 401k contribution limits, how to maximize your 401k retirement plan, and related 401(k) information. 401kHelpCenter.com is just packed with 401(k) news, 401k press releases, authoritative information about 401k plans, and much more. If you have a 401(k) plan, either as a business owner or as an employee saving in a 401k plan, you will find a lot of great 401(k) information on the 401kHelpCenter.com website. ING Adviser Survey in Financial Planning Magazine article called "Combating Clients' Fears" by Marshall Eckblad - This article outlines 5 major difficulties that advisers experience with their clients. 90% have trouble getting people to make a decision. 82% see lack of client interest. 81% report consumer fear. 76% have trouble gaining client trust. 72% report problems educating clients. (Sidenote: This is why advisers purchase and use our Retirement Savings Planner software. It bridges the gap between adviser techno-babble and clients desire for information that is "easy-to-understand" and "consumer-friendly"). There are some interesting quotes in the article from Valerie Brown, President of ING Advisor Network here in Atlanta. Live Long Live Rich Center for Retirement Income Craig Rappaport's website geared towards helping you generate your retirement income stream. Also features his recent book "Live long live rich". |
; This retirement
survey was conducted by EBRI - the Employee Benefit Research Institute™.
It gives statistics on retirement like "25% of workers have no retirement
or other savings at all. 21% of workers have Retirement Savings Only and only
45% have retirement and some type of other savings". And then there is the
retirees, where "24% have no savings" of any kind. This report is chock
full of facts and figures that show show workers and retirees generally ill-prepared
for retirement and related issues.Product Demonstrations |
For Personal Financial Planning |
For Financial Advisors |
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