News & Insights2022-02-18T07:57:10-06:00

News & Insights

Whitepaper – Getting Ready for Retirement

Getting Ready for Retirement As you spend decades in the workforce, you dream about retirement. As it gets closer, you think about how to bring your dream to life. Each person’s idea of retirement differs based on their goals, desire or need to continue working, as well as other considerations. Regardless of your idea of retirement, you need to consider some specific things and take preliminary steps to get ready for retirement. Financial and life goals, as well as feelings about working and planning for healthcare needs are some of the most crucial factors to [...]

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Whitepaper – Four Levels of a Consumer

Four Levels of a Consumer You just made a sale to a new client — congratulations! This is not the end of the sales process; it’s only the beginning. LIMRA research shows that the average buyer of life insurance will buy seven times during his or her lifetime. Also, they’ll buy other products and services, not only on them but on their spouse, children, parents, inlaws, business partners, etc. It’s all based on the relationship, since opportunities are found based on the relationship that you have. Not all consumers are the same. To optimize your [...]

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Whitepaper – Five Ways to Measure Training Results

Five Ways to Measure Training Results Although it’s important to measure the effectiveness of training, many organizations don’t take the initiative to see whether they have brought any positive impact to the organization. According to a study carried out by the Association for Talent Development, or ATD (formerly the American Society of Training & Development, or ASTD), only 3 percent of respondents measure the impact of the training on their businesses. Whether you use classroom training, e-learning or a combination of both, measuring results will enable you to determine how effective the training was. [...]

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Whitepaper – 6 Common Challenges E-Learning Can Solve

6 Common Challenges E-Learning Can Solve As technology continues to advance at warp speed and as the demographics and dynamics of the workplace change, it’s easy to fall behind. Here’s the good news: many common challenges that companies, firms and agencies face can be solved with e-learning. Here are six key areas in which e-learning can conquer the challenges that erode morale and profits in our organizations. 1. Generational Differences Can Cause a Disconnect With 80 million Millennials in the population, these 17- to 36-year-olds (in 2017) are the largest generation to date. Myriad [...]

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Whitepaper – Facts About Retirement Medicare

Facts About Retirement and Medicare The rising cost of health care in the United States has become a worrisome risk to a financially-secure retirement. With that in mind, it’s important to understand the various components of Medicare, the federal government program that provides health insurance to most Americans age 65 and older. For Americans 65 and older, any conversation about health care must include Medicare. Your eligibility for this program at age 65 means that your health insurance will likely become more affordable, and you won’t be denied coverage for pre-existing conditions. It’s [...]

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Whitepaper – Medical Educational Planning Child Special Needs

Medical, Financial, and Educational Planning For a Child With Special Needs To ensure that your child with special needs receives the best possible care in all aspects of his or her life, it’s important to do thorough, advance planning. In this white paper, we cover 3 important types of planning: Medical planning— How can you best obtain and pay for the specialized medical care your child may require? Who will oversee your child’s medical care when you’re no longer here? Financial planning— What steps can you take to guarantee that your child will have a [...]

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Whitepaper – Live Happily Ever After Strong Financial Foundation

Live “Happily Ever After” with a Strong Financial Foundation Do you plan to get married soon? The time to begin talking about the financial partnership you’ll be forming together once you’re married is before the nuptials. When you build a strong foundation of financial partnership at the beginning of your relationship, it will prevent many costly and stressful situations later. Nearly half of Americans (48 percent) who are marriedor living with a partner say they argue with the person over money, according to a survey of more than 1,000 people by The Cashlorette, which is [...]

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Harry Hoopis Receives the 2022 John Newton Russell Memorial Award

Harry P. Hoopis Receives the 2022 John Newton Russell Memorial Award Northfield, IL, November 16, 2022— Hoopis Performance Network (HPN) announced today that the National Association of Insurance and Financial Advisors (NAIFA) presented Harry P. Hoopis, CLU, CHFC, Chief Executive Officer of the Hoopis Performance Network, with the 81st annual John Newton Russell Memorial Award. This award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. Hoopis received his award formally at NAIFA’s National Leadership Conference in Washington, D.C, [...]

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Whitepaper – Teaching Kids About Money

Teaching Kids About Money Parents are a crucial part of their children’s financial education. Research has shown that parental modeling and teaching has more positive, impactful, and long-lasting influence on financial attitudes than academic-based programs. How, what, and when you teach your kids about money are personal decisions determined by your values and experience.Start EarlyIt’s never too early to start teaching children about money. Otherwise, until they start earning a living, it’s easy for kids to think that money “grows on trees”! Parents magazine offers tips for ways to teach children about money from ages 2 [...]

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Whitepaper – Social Security and Retirement

Social Security and Retirement Nearly nine out of 10 Americans aged 65 or older currently receive Social Security. The Social Security Administration estimates that 21 percent of married couples and 43 percent of single seniors rely on Social Security for 90 percent or more of their income. Whether you are planning to retire in 20 years or 20 days, it’s crucial to understand Social Security, how to qualify for benefits, taxation of Social Security benefits and how working after retirement might affect your Social Security income. This broad overview of the most important aspects of Social [...]

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