Insurance fraud. Shocked retired woman listening to bank agent and reading documents, panorama, empty space

Protecting Retirees from Tax Scams

In mid-July, the IRS issued a bulletin warning people of multiple tax scams targeting taxpayers, especially retirees. The “Dirty Dozen” list outlines several scams that people should be looking out for. “Tax scams tend to rise during tax season or during times of crisis, and scam artists are using pandemic to try stealing money and…

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Businessman in the office, reading bad breaking news on a financial newspaper, he is shocked and adjusting his glasses

The Value of Real-Time Marketing

Digital marketing is more of an art form than a science. Making that all-important emotional connection often requires a fluid, non-linear approach. That’s not to say static, broad-based strategies don’t have value. However, it’s important to keep your finger on the pulse and react to current events that directly impact your target audience. This approach…

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Annuity Awareness Month

Annuity Awareness Month Marketing Tips

June is designated as Annuity Awareness Month, a campaign that serves to educate consumers on, you guessed it, annuities. Use this time to start the conversation with clients and prospects about how an annuity might help their retirement goals. Two big features of an annuity your clients might find appealing are: The ability to accumulate…

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