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Category: Insurance/Risk Management

Fall open enrollment offers opportunity to change Medicare plans
Insurance/Risk Management

Fall open enrollment offers opportunity to change Medicare plans

Each year, Medicare holds an open enrollment period that allows participants to sign up or make changes to existing coverage.

As the pandemic weighs on the economy, make sure assets are protected
Insurance/Risk Management

As the pandemic weighs on the economy, make sure assets are protected

Given the economic downtown , it’s even more important for investors consider a plan to make sure assets are protected.

CARES Act loosens rules for retirement accounts
Estate and Wealth Transfer Insurance/Risk Management

CARES Act loosens rules for retirement accounts

Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.

Three things business owners need to know about the CARES Act
Insurance/Risk Management Taxes

Three things business owners need to know about the CARES Act

The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.

Medicare participants may need to bear more costs in 2020
Insurance/Risk Management

Medicare participants may need to bear more costs in 2020

The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.

Captive insurance may be a useful tool for business owners
Insurance/Risk Management

Captive insurance may be a useful tool for business owners

A captive insurance program can help a business manage risk by establishing its own insurance company to address certain known risks.

Open enrollment presents opportunity to change Medicare options
Insurance/Risk Management

Open enrollment presents opportunity to change Medicare options

Open enrollment provides an opportunity to talk about health-care cost planning with investors as they consider Medicare options.

Packing for college? Remember the legal documents
Insurance/Risk Management

Packing for college? Remember the legal documents

Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.

Investors should consider umbrella coverage when crafting a financial plan
Insurance/Risk Management

Investors should consider umbrella coverage when crafting a financial plan

Investors may overlook a serious risk to their net worth — creditor risk — and as a result not carry excess coverage such as umbrella insurance.

A student’s health-care proxy can remove barriers for parents in case of an emergency
Insurance/Risk Management

A student’s health-care proxy can remove barriers for parents in case of an emergency

Parents may also want to prepare some documents such as a health-care proxy before their child leaves for college in case of an emergency or illness.

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Putnam Investments
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Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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