Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Caring Conversation | Are you convinced yet?
It’s the launch of the “Golden Bachelor” this month, featuring a 72 year old bachelor and women between the ages of 60-75.
Longevity appears to offer an opportunity to plan for a ‘golden’ future. The research from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC) at Stanford University indicates that longevity literacy (an understanding of likely life expectancy at different stages of life) is closely correlated with retirement readiness.
Research from the new 2023 Retirement Income and Risk Planning, offered by Allianz, indicates "that longevity is seen as the greatest risk to retirement income plans, up from fourth place in 2022. The second-greatest risk to retirement income plans is perceived to be long-term care (up from third place)…”
The connection between longevity, retirement planning, and the risk posed by ignoring the potential impact of long-term care is clear. Are you talking ‘longevity’ with your clients?
Therefore to help you learn more...
I'm gifting, to you, a copy this Amazon Best Seller Book.
To get your copy of "How Not To Pull Your Family Apart", as my gift to you, simply drop me a note below with your name and information.
Or, if you prefer to contact me directly, either send me by email, text or call me. My contact information is located in the footer of this page. I'll respond within 24 hours, it not sooner.
Regards,
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
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Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.