{"id":215,"date":"2021-01-08T10:24:26","date_gmt":"2021-01-08T10:24:26","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=215"},"modified":"2026-01-27T21:19:59","modified_gmt":"2026-01-27T21:19:59","slug":"client-resources-life-retirement","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/education\/client-resources-life-retirement\/","title":{"rendered":"Life & Retirement"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|off” _builder_version=”4.16″ bottom_divider_style=”curve2″ bottom_divider_color=”#ffffff” global_colors_info=”{}”][et_pb_fullwidth_slider show_arrows=”off” show_pagination=”off” show_cta_on_mobile=”off” show_image_video_mobile=”on” disabled_on=”off|off|off” admin_label=”INNER HERO V1 – DESKTOP” _builder_version=”4.16″ custom_padding=”50px||50px|” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|desktop” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][et_pb_slide heading=”Life & Retirement” use_bg_overlay=”off” use_text_overlay=”off” admin_title=”Education” _builder_version=”4.16″ header_font=”Open Sans|800|||||||” header_text_align=”center” header_font_size=”65″ background_color=”#7ebec5″ background_image=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_EDUCATION_1A.jpg” parallax=”on” button_on_hover=”on” custom_padding=”400px||200px|” custom_padding_tablet=”200px||200px|” custom_padding_phone=”100px||100px|” custom_padding_last_edited=”on|phone” child_filter_saturate=”0%” header_font_size_tablet=”65″ header_font_size_phone=”38″ header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset5″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”]\"\"
\n[\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ bottom_divider_style=”curve2″ bottom_divider_color=”#214963″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HDR – Decision Making Resources” _builder_version=”4.16″ header_text_color=”#e37358″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Decision Making Resources<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”BODY – Empty” _builder_version=”4.16″ text_orientation=”center” global_colors_info=”{}”][\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Surviving-Spouse-Checklist.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – SURVIVING SPOUSE CHECKLIST” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – SURVIVING SPOUSE CHECKLIST” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

SURVIVING SPOUSE CHECKLIST
<\/strong>A helpful resource for managing tasks after your spouse passes away.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Inherited-IRA-RMDs_V.2025.02_Touchpoint.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – INHERITED IRA RMDs” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – INHERITED IRA RMDs” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

INHERITED IRA RMDS
<\/strong>IRS regulations on Inherited IRA required minimum distributions.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Long-Term-Care-Protection-TouchPoint.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – LONG TERM CARE PROTECTION” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – LONG TERM CARE PROTECTION” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

LONG TERM CARE PROTECTION
<\/strong>Understanding your options.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Required-Minimum-Distributions.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – REQUIRED MINIMUM DISTRIBUTIONS” _builder_version=”4.27.4″ locked=”off” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – REQUIRED MINIMUM DISTRIBUTIONS” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” link_option_url_new_window=”on” locked=”off” global_colors_info=”{}”]<\/p>\n

REQUIRED MINIMUM DISTRIBUTIONS
<\/strong>How are they calculated?<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/2026-Tax_Reference_Guide_TouchPoint.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – TAX GUIDE” _builder_version=”4.27.4″ hover_enabled=”0″ locked=”off” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_enabled=”0″][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – 2026 TAX GUIDE” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” link_option_url_new_window=”on” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

2026 TAX GUIDE
<\/strong>Our most current tax resource.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_diversification-2-0.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – DIVERSIFICATION 2.0″ _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – DIVERSIFICATION” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

DIVERSIFICATION 2.0: TAX ADVANTAGE FOR HIGH INCOME EARNERS
<\/strong>A renewed focus on tax efficiency.
<\/strong><\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Medicare-Resource-Guide.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – MEDICARE RESOURCE GUIDE” _builder_version=”4.27.4″ locked=”off” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – MEDICARE RESOURCE GUIDE” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” link_option_url_new_window=”on” locked=”off” global_colors_info=”{}”]<\/p>\n

MEDICARE RESOURCE GUIDE
<\/strong>Medicare aspects explained.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_taxation-doesn-27t-retire-when-you-do.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – TAXATION” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – TAXATION” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

TAXATION DOESN’T RETIRE WHEN YOU DO
<\/strong>How to prepare when accumulating assets.
<\/strong><\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Records-Retention-Guide.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – RECORDS RETENTION GUIDE” _builder_version=”4.27.4″ locked=”off” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – RECORDS RETENTION GUIDE” _builder_version=”4.27.4″ text_font_size=”18px” text_orientation=”center” link_option_url_new_window=”on” locked=”off” global_colors_info=”{}”]<\/p>\n

RECORDS RETENTION GUIDE
<\/strong>Find out how long you should keep your records.
<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_a-matter-of-choice.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – A MATTER OF CHOICE” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – A MATTER OF CHOICE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

A MATTER OF CHOICE
\n<\/strong>This white paper outlines our process for choosing the life insurance carriers we work with.
\n<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_no-ones-in-the-pilot-seat.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – NO ONE IN THE PILOT\u2019S SEAT” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – NO ONE IN THE PILOT\u2019S SEAT” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

NO ONE IN THE PILOT\u2019S SEAT
\n<\/strong>This paper provides a critical examination of developments in irrevocable life insurance trust management and oversight that erodes the protections afforded to trust beneficiaries.
\n<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_reaching-the-summit-and-returning-safely-in-retirement-jsfp-article-finefrock-callahan-2012-2.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – REACHING THE SUMMIT” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – REACHING THE SUMMIT” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

REACHING THE SUMMIT AND
RETURNING SAFELY IN RETIREMENT
<\/strong>Addresses specific strategies and supporting tactics for successfully navigating the spending phase of retirement by making sure that your income lasts as long as you need it to.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#214963″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HDR – Library” _builder_version=”4.16″ header_text_color=”#e37358″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Library<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”BODY – Library” _builder_version=”4.16″ text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]Brochures and Related Information
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LA 360 BROCHURE
\n<\/strong>The LA360\u2122 process is the industry\u2019s first, fully-integrated, end-to-end life insurance planning model.
\n<\/strong><\/p>\n

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CONCIERGE SERVICES
\n<\/strong>Valmark Concierge Services simplifies the life insurance application process by providing a confidential and highly personalized service to help coordinate the client\u2019s application paperwork and necessary medical requirements.
\n<\/strong><\/p>\n

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UNDERWRITING ADVOCACY
\n<\/strong>A proactive approach to obtaining favorable underwriting offers and policy pricing.
\n<\/strong><\/p>\n

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POLICY MANAGEMENT
\n<\/strong>Enhancing your insurance experience by bridging expectations with results.
\n<\/strong><\/p>\n

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LIFE SETTLEMENTS
\n<\/strong>A life settlement is the sale of an existing life insurance policy to a third party for less than the death benefit and more than the cash surrender value. Leverage the expertise of our Life Settlement Advocacy Program\u2122 to represent, coordinate and negotiate your case.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_LSA-brochure.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – LIFE SETTLEMENTS” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – ARC BROCHURE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

ARC BROCHURE
\n<\/strong>The ARC Process\u2122 addresses the planning and preparation needed to accumulate wealth for retirement during an individual\u2019s working years.
\n<\/strong><\/p>\n

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RISK BROCHURE
\n<\/strong>The RISK Process\u2122 is intended to help manage and preserve wealth after retirement with an emphasis on guarding against post-retirement risks.
\n<\/strong><\/p>\n

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WEALTH SOLUTIONS BROCHURE
\n<\/strong>Valmark Wealth Solutions strives to offer robust wealth solutions to accommodate asset management needs based on investment philosophy, overall financial picture, and risk tolerance.<\/p>\n

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4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com<\/p>\n

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Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n

Click here<\/a> <\/strong>for Valmark Customer Relationship Summary.<\/p>\n

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.
<\/b><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Decision Making ResourcesSURVIVING SPOUSE CHECKLISTA helpful resource for managing tasks after your spouse passes away.INHERITED IRA RMDSIRS regulations on Inherited IRA required minimum distributions.LONG TERM CARE PROTECTIONUnderstanding your options.REQUIRED MINIMUM […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":176,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"

This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>

Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote>

...or something like this:<\/p>

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>

As a new WordPress user, you should go to your dashboard<\/a> to delete this page and create new pages for your content. Have fun!<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-215","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/comments?post=215"}],"version-history":[{"count":67,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/215\/revisions"}],"predecessor-version":[{"id":3346,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/215\/revisions\/3346"}],"up":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/176"}],"wp:attachment":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/media?parent=215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}