Cannon Financial Institute
Vol. 6 Iss. 4 - April 2014 -

Planning Ideas - Focus on the Client in Retirement Planning

Advisors tend to frame retirement planning in way that makes the most sense for them, while clients react to the this approach in an almost instinctive manner.


Practice Management - Working with Attorneys: A Cautionary Tale

Charlie, an Advisor, worked hard to develop relationships with his clients’ other professional advisors including their attorneys to get referrals.


Planning Ideas - Caregiver Agreements

Clients should be concerned about the rising cost of long-term care. According to a study, the average cost of private nursing home care has reached about $250 per day.


Regulation and Compliance - GMIB Riders

To minimize the investment risk to policy owners, insurance companies often offer Guaranteed Minimum Income Benefit (GMIB) and other riders.