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Financial Planning for Gig Workers, Independent Contractors and Freelancers

Financial Planning for Gig Workers, Independent Contractors and Freelancers

by PTT Financial | Feb 5, 2020 | Articles for Consumers, Financial Planning

More and more Americans are embracing gig work. According to Upwork’s Freelancing in American 2019 study, 57 million Americans freelanced last year. That’s more than one-third of the entire U.S. workforce. It’s also an increase of 4 million since 2014. Whether you...
Texas SNPs – How to Help Clients Get Extra Help

Texas SNPs – How to Help Clients Get Extra Help

by PTT Financial | Jan 29, 2020 | Agents, Articles for Agents

Do your Medicare clients have special needs? Special Needs Plans (SNPs) are available for Medicare enrollees who have chronic health conditions, qualify for Medicaid or need institutional care. If any of your clients fit into any of these common categories, learn how...
How Does Funeral Insurance Work?

How Does Funeral Insurance Work?

by PTT Financial | Jan 17, 2020 | Articles for Consumers, Financial Planning

The cost of an average funeral might surprise you. According to Parting, the average North American funeral costs between $7,000 and $10,000. This expense is often unexpected, and it can add stress to an already difficult time. Funeral insurance, also called burial...
Goal Setting Strategies for Insurance Agents

Goal Setting Strategies for Insurance Agents

by PTT Financial | Jan 9, 2020 | Articles for Agents

Many people like to kick off the new year with a resolution or two. Unfortunately, these resolutions are usually abandoned by summer – if they even last that long. According to Business Insider, 22 percent of people think it’s OK to give up on their New Year’s...
End of Year Financial Planning Checklist

End of Year Financial Planning Checklist

by PTT Financial | Dec 13, 2019 | Articles for Consumers, Financial Planning

The year is almost over. As 2020 approaches, you have one more chance to get your finances in order. End 2019 on a high note by taking these financial planning steps. Max Out Your Contributions Time is running out to make contributions to your retirement plans. If you...
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Articles for Agents

  • How to Sustain Your Energy for a Productive AEP
    productive AEP
  • Home Visit Safety Tips for AEP
    home visit safety
  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
    appeal IRMAA surcharges

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    Texas Medicare Sales Agent Career Opportunities
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    How to Choose a Texas Financial Planning Partner
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    how to choose an annuity
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