Resources for financial professionals
Our insights and resources support your conversations with clients as you help them prepare for retirement with a comprehensive financial plan.
How to help clients balance debt and retirement savings
Conversation starters that can help mitigate the risk that debt can pose to their financial future.
3 reasons to talk to your clients about the weather
Extreme weather can erode your clients’ wealth – just like inflation and rising health care costs. Here are reasons to talk about it.
How to help clients prepare for a longer-lasting retirement
Most people would like to live a long life and enjoy a lengthy retirement. Yet, a long life can pose risks to retirement.
What keeps women up at night?
Fear of outliving retirement funds is a big concern among women. How can you help female clients feel more confident in their financial future?
Four ways to help women-owned businesses
Women-owned businesses could benefit from personalized guidance and are unique clients for financial professionals. Learn about four ways you could help them.
What clients want from a financial professional
Clients want to work with a financial professional who provides holistic guidance based on a personal understanding of their values and priorities.
3 retirement income concerns for underprepared clients
Help these clients create a strategic income strategy that will provide enough income while being sensitive to market risks.
5 annuity strategies for retirement planning
Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, improving retirement outcomes, income tax hedge, and lifetime income.
How to help your clients turn retirement savings into income
Financial professionals can help clients create efficiency in their asset decisions with various withdrawal strategies. Here are four tactics to consider for drawing down assets.
5 ways retirement planning is changing for Americans
Americans are facing a new retirement reality. Here are five ways retirement planning is changing for Americans, according to the Allianz 2023 Annual Retirement Study.
How to help clients maximize Social Security benefits
To maximize a client’s Social Security benefit, financial professionals should consider work history, benefit start date, taxes, and other income.
3 things to know about Secure 2.0 for financial professionals
Financial professionals need to know how the provisions in this legislation will affect their clients.
How clients can supplement college funding using life insurance
Fixed index universal life insurance (FIUL) can be a valuable product for the middle market, especially when it comes to paying for college.
How life insurance can supplement income during retirement for your middle-market clients
The cash value of a fixed index universal life (FIUL) insurance policy can be accessed through policy loans or withdrawals.
4 ways to help clients fight inflation
The more strategies to address the risk of inflation incorporated into a holistic financial strategy, the greater the chance of success in retirement.
Creating tailored financial strategies for small-business owners in niche markets
How to help clients make a plan for selling or gifting their small business
A successful shift in ownership requires rigorous succession planning.
Questions to ask clients while income planning for retirement
Creating a tailored retirement income strategy for clients starts with understanding their expenses and lifestyle goals.
Divorced clients can get spousal Social Security benefits
If you are helping to establish a retirement plan for a client who is divorced, be aware that they may be eligible for a spousal benefit.
How to help clients make plans now to lower their next tax bill
