A CD Is Coming Due. Start the Conversation Before the CD Renewal Date. A CD maturity date creates something every financial professional needs: a natural reason to reconnect. The client’s money is already approaching a decision point. Their financial institution may be preparing to offer a renewal. The rate may be […] Read More...
The Retirement Protection Checkup is designed to help financial professionals facilitate broader retirement planning discussions—from accumulation alone to the income needs, risks and priorities clients may face as retirement approaches. Many retirement conversations begin with a familiar question: How much have you saved? It is an important question. But as clients […] Read More...
How Advisors Can Guide Clients Through One of Life’s Most Emotional and Impactful Moments A Financial Professional Blog from Oceanview Life and Annuity Company Financial windfalls—whether from inheritance, business sales, legal settlements, or real estate transactions—represent unique planning opportunities. But for clients, they also represent one of the most emotionally […] Read More...
How to Help Clients Protect Their Retirement Security During Life’s Work Changes A Financial Professional Blog from Oceanview Life and Annuity Company Career transitions—whether planned or unexpected—can significantly impact a client’s financial stability and long-term retirement strategy. Job loss, early retirement packages, severance decisions, or shifting careers later in life […] Read More...
A Financial Professional Blog from Oceanview Life and Annuity Company Market volatility is one of the most universal—and emotionally charged—life events your clients will face. Whether they are nearing retirement, already retired, or simply watching markets fluctuate, volatility can trigger fear, confusion, and impulsive decision-making that may not align with […] Read More...
A Financial Professional Blog from Oceanview Life and Annuity Company The 5–10 years before retirement represent one of the most pivotal financial planning windows your clients will ever experience. During this period, priorities shift, timelines tighten, and the margin for recovery from market disruption narrows. Clients begin asking different questions—ones […] Read More...