Resources for financial professionals

Fear of outliving retirement funds is a big concern among women. How can you help female clients feel more confident in their financial future?

Women-owned businesses could benefit from personalized guidance and are unique clients for financial professionals. Learn about four ways you could help them.

Clients want to work with a financial professional who provides holistic guidance based on a personal understanding of their values and priorities.

Help these clients create a strategic income strategy that will provide enough income while being sensitive to market risks.

Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, improving retirement outcomes, income tax hedge, and lifetime 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.

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.

To maximize a client’s Social Security benefit, financial professionals should consider work history, benefit start date, taxes, and other income.

Adding a fixed index universal life insurance policy into a retirement portfolio can help mitigate risks to retirement from inflation, taxes, volatility, and longevity.

Financial professionals need to know how the provisions in this legislation will affect their clients.

Fixed index universal life insurance (FIUL) can be a valuable product for the middle market, especially when it comes to paying for college.

The cash value of a fixed index universal life (FIUL) insurance policy can be accessed through policy loans or withdrawals.

The more strategies to address the risk of inflation incorporated into a holistic financial strategy, the greater the chance of success in retirement.

Clients who are well funded for retirement may be more likely to experience tax issues, but there are strategies to help.

Understanding their concerns and challenges can aid in helping clients make a plan.

A successful shift in ownership requires rigorous succession planning.

Recruiting, retaining, and motivating employees is particularly important for small businesses.

Creating a tailored retirement income strategy for clients starts with understanding their expenses and lifestyle goals.

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.

Getting proactive can help address tax risks down the road.

Financial professionals can help with strategies that help clients feel more in charge of their finances.

In the wake of the pandemic, many Americans could use advice from a professional about how to navigate their finances.

It’s time to start talking about and planning for specific retirement risks, both as part of the COVID-19 pandemic and beyond.