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76 Million people are missing the largest piece of retirement planning.

Are you one of them?

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What type of Financial Professional are you?

Be the type that can help each and every person you meet and make their lives better.

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We believe that if people are properly educated about how health costs will impact them in retirement, they will adjust how they are saving today in order to make tomorrow easier..

Dan McGrath

07

What is the missing piece of Retirement Planning.

A typical conversation we hear is that someone has worked hard to plan for retirement. They have followed the guidelines of a trusted financial professional and executed on a plan to ensure their future. What they do not realize is there is a missing piece. One that will derail even the best laid plans.

What is this piece?

08

Healthcare Cost Software

Are you interested in learning how you can help your clients plan for healthcare costs in retirement? Using our proprietary software and data, you can fulfill your fiduciary responsibility and give your clients the entire retirement picture.

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Jester Insights

  • 20Jun

    Massachusetts Fiduciary Rule – what it means to the financial industry

    Recommending investing in a tax deferred account to receive a tax break today, may wind up landing advisors in courts tomorrow. The foundation of financial plans is traditionally anchored in

  • 10Jun

    The Hold Harmless Act

    Through the “Medicare Catastrophic Coverage Act of 1988” Congress created a provision, the Hold Harmless Act, that protects those receiving Social Security benefits while enrolled into Medicare from ever experiencing

  • 4Jun

    That Traditional 401(k) is bad for your health

    The alarm has been sounded, we have been told that Social Security retirement may go bust and this has prompted a renewed call for employees to utilize Traditional 401(k) plans

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