In this era of hyper-connectivity and a 24/7 news cycle, the U.S. stock market tends to react quickly to geopolitical events. But do these events have a lasting impact on U.S. markets or are they mostly global noise? Broadridge Advisor Solutions’ video client alert explores this concept further. Visit http://www.forefield.com to access the full video.
September is National Life Insurance Awareness Month. More than 100 insurance companies and industry trade groups are expected to participate in the National Life Insurance Awareness Month campaign.
While many Americans recognize that it is important to protect loved ones with life insurance, far too many lack adequate coverage. National Life Insurance Awareness Month is intended to prompt Americans to assess their life insurance needs. This is a great time to educate your clients and prospects, and our materials can help.
Resources to consider:
Presentation Template: Life Insurance Basics
Life Insurance Needs Calculator Presentation
Protecting Your Loved Ones with Life Insurance
Why Women Need Life Insurance
In addition, Composer subscribers, look for our Life Insurance Awareness Month greeting cards, which can be personalized with your own title and message.
All Forefield Presentation Center materials can be created in PDF or HTML e-mail formats for easy delivery to clients, and can be fully branded and personalized with your own information.
We’ll continue to pass along timely, relevant information–providing fresh and interesting ways for you to engage and motivate your clients.
General Accounting Office (GAO) Report Reveals Reasons Why People Claim Social Security Benefits Early
Why would people choose to claim their Social Security retirement benefits prior to reaching their full retirement age, when doing so could result in as much as a 30% reduction in monthly benefits? According to the GAO, reasons include an individual’s type of work, employment status, education level, marital status, and other factors.
We’ve created a Client Alert that highlights the report’s findings. Log into your Forefield account or via free trial access @ forefield.com to view this alert in its entirety and/or to share with your clients and prospects.
For more information on the data cited in this Client Alert, as well as information about how the Pension Protection and Affordable Care Act has affected the health coverage options of early claimers, please view the complete report at http://www.gao.gov/products/GAO-14-311
Hearsay Social Expands Content Exchange Platform, Providing the Most Comprehensive Pre-Approved Content Library for Social Media
Social Media Publishing Is “Plug and Play” With Hearsay Social’s Content Exchange; Partnering With Industry-Leading Content Providers Broadridge Financial Solutions, Life Happens, NewsCred, and Trapit to Provide Timely, Relevant and Pre-Approved Content for Financial Services Professionals.
SAN FRANCISCO, CA–(Marketwired – May 28, 2014) – Hearsay Social, provider of the leading social business platform for the financial services industry, today announced new Content Exchange partnerships with Broadridge Financial Solutions, Life Happens, NewsCred, and Trapit in order to seamlessly source and effectively facilitate the publishing of high-quality, relevant content through social media.
Regularly publishing content to social networks is crucial to maintaining an active presence and staying top of mind with current and prospective clients. The Hearsay Social Content Exchange helps advisors and other financial representatives easily create, curate, and manage social content across their personal and professional networks. Through these newly announced partnerships, Hearsay Social is delivering high-quality, client-relevant, and pre-approved content for financial advisors to share value-added information with their customers across social networks.
Online registration is now open for National Small Business Week, a series of events scheduled to take place at select cities throughout the United States. Sponsored by the Small Business Administration, National Small Business Week is an annual event designed to help entrepreneurs launch and manage successful business endeavors.
Forefield has created a Client Alert to make your business owner clients aware of the event and the registration details.
Log in to Forefield to view the complete client alert and then share it with your cleints.
Also, we’ve recently added three new CE Exams that cover:
College Savings Options I
Roth IRAs and Roth 401(k)s
What if someone told you about an investment that has made some people millionaires overnight and has both a number of high-profile supporters and a global reach? Would you be tempted to invest? Now what if someone told you that the same investment also could lose most or all of its value almost overnight, and that you might not have access to your money when you need it? How does it sound now?
You’ve just confronted the debate surrounding the five-year-old digital phenomenon known as Bitcoin. An alternative currency that exists strictly as digital code, Bitcoin has received a lot of attention, especially in the last year. In part that’s because speculation in Bitcoin has resulted in wild gyrations in its value.
Is Bitcoin an investment? A scam? A network of computers? The future of currency? If you’re unclear on what all the fuss is about, log in to http://www.forefield.com for a brief introduction to just what it is, how it works, and what’s been happening in the Bitcoin world lately, as well as some of the potential pitfalls it presents.
April is Financial Literacy Awareness Month–the perfect time to help your clients get on track with their saving and investing goals. We offer several concept pieces and videos that you may find useful in communicating with your clients and prospects during Financial Literacy Awareness Month. Log into http://www.forefield.com for free to access all of our content including:
-Financial Planning: Helping You See the Big Picture (concept video)
-Financial Planning–Helping You See the Big Picture
-Women and Money: Taking Control of Your Finances
In addition, Composer subscribers, look for our Financial Literacy Awareness Month greeting cards, which can be personalized with your own title and message.