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Benefits & Financial Services

    STUDENT LOANS INHIBIT DC PLANS’ EFFECTIVENESS

STUDENT LOANS INHIBIT DC PLANS’ EFFECTIVENESS

Benefits Products & Services By Thomas A. McCoy, CLU STUDENT LOANS INHIBIT DC PLANS’ EFFECTIVENESS EBRI webinar highlights one employer’s innovative solution An albatross of student loan debt hangs over many of today’s workers, limiting their opportunity to create retirement security through their defined contribution (DC) retirement plans. It isn’t only younger workers who are affected; a significant number of parents are helping pay down loans incurred to educate their

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    PHILOSOPHY TRUMPS SIZE AND VOLUME

PHILOSOPHY TRUMPS SIZE AND VOLUME

Capitalizing on Benefits PHILOSOPHY TRUMPS SIZE AND VOLUME Ohio firm, with 60% revenue in employee benefits, commits to diversity and inclusion By Len Strazewski The bigger the client, the bigger the premium volume. For many agents and brokers, that’s enough of a business target. But at Taylor Oswald, a minority-owned broker based in Cleveland, Ohio, philosophy and a commitment to employee diversity and inclusion trump size and volume. “In order

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    HOSPITAL INDEMNITY INSURANCE

HOSPITAL INDEMNITY INSURANCE

HOSPITAL INDEMNITY INSURANCE Employer interest is growing and this voluntary benefit is becoming a valuable addition to benefit programs By Len Strazewski Once thought to be a luxury, supplemental health coverage that provided little return for the premium paid for most policyholders, hospital indemnity insurance plans are fast becoming valuable and important voluntary benefit additions to an employee benefit strategy. Often coupled with other voluntary benefits such as critical illness

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    PROVIDING ADVICE WITHIN A CONTRIBUTION PLAN

PROVIDING ADVICE WITHIN A CONTRIBUTION PLAN

PROVIDING ADVICE WITHIN A CONTRIBUTION PLAN OneAmerica taps extra data to help employees reach retirement goals By Thomas A. McCoy, CLU The goal of achieving retirement readiness for a workforce is sometimes pulled in different directions by two equally valuable resources: technology and human advice. Effective use of both is critical, but it is possible to mix the two in different quantities to produce the desired result. Defined contribution (DC)

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BRINGING ANNUITIES INTO THE RETIREMENT DISCUSSION

Benefits Products & Services By Thomas A. McCoy, CLU BRINGING ANNUITIES INTO THE RETIREMENT DISCUSSION Principal Financial study, legislative progress signal opportunities Baby Boomers who are preparing to enter the retirement ranks are faced with the decision of how to invest their retirement income nest egg to carry them through the years ahead. For advisors who help them through this process, that job can be bigger than simply crunching numbers.

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