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Education Videos & Links

Videos

Most Recent HOAG You Tube Medicare Videos




Protecting Your Retirement Income from Taxes

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PDFs

Optimizing Retirement Income by Combining Actuarial Science and Investments
Harvard Business Review - The Crisis in Retirement Planning
Morningstar Investment Management - Low Bond Yields and Safe Portfolio Withdrawal Rates
Wharton Financial Institutions Center - Investing your Lump Sum at Retirement
WSJ - Say Goodbye to the 4% Rule

BenefitsLink Plans Newsletter

BenefitsLink Newsletters - 2012 Issues

Planning for Eldercare

Invisible Heroes  - November 13, 2012
Compensation Plans

Newsletters

Aug. 2012
Sept. 2011
Sept. 2011
Oct. 2011

Reports & Articles

Wealth Transfer Using Life Insurance
Life Insurance a an Asset Class
Annuities as Trust Assets
A Numbers Comparison

Client Presentations

I-21881 Nest egg client seminar
I-21707 Annuity Care Client Presentation
I-20450 PPA Client Seminar Final
I-18680 All Product Client Seminar

Health Insurance Articles

2013 Changes Aetna’s Preferred Drug, Precertification, Quantity Limit, Specialty Care Rx Lists
Aetna Advantage Plans for Individuals, Families and the Self-Employed - Nov 2012
Planning for Eldercare Articles Nov 2012
The legality of charging a planning fee tied to an insurance sale Jul - 2012
Five Lessons I Learned By Quitting My Safe Corporate Job. Nov 2012
Obamacare’s Ohio insurance exchange not to be run by Ohio. Nov 2012
If A Starbucks Opens In A New Neighborhood, It's Time To Buy A Home There nov 2012
Navigating Claims Process Can Be a Challenge for Homeowners nov 2012
Smartphones Favored for Customer Service Interactions nov 2012
Health care law may cut down on excessive procedures september 2012
Cross Insurance is now the official insurance broker of the New England Patriots Sept 2012
More U.S. employers tie health insurance to medical tests April 2012
Top Reasons Happy Couples File Wedding Insurance Claims April 2012
5 things small employers must know about health care reform April 2012

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