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Chris Orestis
July 13, 2023

Life settlements: A new generation of solutions helps seniors fund future care

Life settlement annuities and long-term care life settlements can be effective in helping seniors fund future long-term care needs.

February 7, 2023
Passage of the Secure Act 2.0 brings retirement crisis into focus.

Passage of the Secure Act 2.0 brings retirement crisis into focus

Recent statistics and surveys paint a scary picture of an aging American population that doesn’t understand the financial realities of retirement. The Secure 2.0 Act has helped shine a light on this issue.

December 6, 2022
Americans survey say they will need $1.25 million to retire. But is that possible for most Americans?

Anxious America says it takes $1.25M to retire – but what is the reality?

Americans recently surveyed said they would need $1.25 million to be able to retire. But is that possible for most Americans?

November 1, 2022
Alternative ways to pay for long-term care.

Alternative funding strategies for long-term care

Seventy percent of people over the age of 65 will need some form of long-term care in their lifetime—yet very few people realize how expensive care can be and what it will take for them to pay for it.

September 29, 2022
Hurricane season sends a strong reminder of considering the right location for retirement.

Hurricane Ian delivers powerful reminder of retirement location considerations

The catastrophe of Hurricane Ian battering Florida with 150-mile-per-hour winds provided a harsh reminder that Americans must prepare themselves for…

July 1, 2022
Retirement strategies.

Teach your clients effective strategies for today’s retirement

The idea of a retirement spent puttering around the house and the golf course has become an outdated notion. Retirement today is about helping your clients stop doing what they have to do and start doing what they want to do.

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