ON THE COVER: Colin Lenton Photography
“My focus for this year
is really to be guidance-driven and engagement-driven in my approach
with clients, and to help
them gain a much
of what they want out
of their financial life.”
By David Port
To stay up to date on the latest retirement planning
news, visit www.LifeHealthPro.com/retirement
Opening Doors 28
Successful advisors are tapping
into the need for Social Security
planning as a door-opener to
bring in prospective clients.
Retirement Planning 38
The secret is not in collecting
information, but whittling out
the bad from the good.
Why they should matter to you 34
We take a look at some of the major
provisions of the new regulations for deferred
income annuities to be considered QLACs.