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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.

retirement risk study wave 2

Talking to clients about risks to their retirement strategy

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

kayak resource card

Do your clients need a retirement risk reality check?

Many Americans expect a long retirement, but most are unprepared for when and how it will happen.


Helping clients with their required minimum distributions (RMDs)

Ways to assist clients who need to understand, prepare for, and comply with RMD requirements.


Half of American retirement savers are behind on savings goals

How can you help clients who are “Chasers” – anxious savers who want to catch up?

resources boomers

Boomers are optimistic about retirement

How are your boomer clients feeling? Find out what this could mean for your practice.

resources caregivers guide

Allianz offers Caregiver Readiness Guide

Conversation starter: Help clients plan and not leave questions unanswered.

resources generation x

Generation X lacks confidence in preparation for retirement

Cue the role of a financial professional!

resources fiul tax diversification

FIUL and the importance of tax diversification

See how to position life insurance as your client’s financial engine.

resources inflation

Help clients plan for the impact of inflation

Americans rank inflation as a top worry about the economy, but many don’t have a viable plan to address it.

resources life insurance opportunity

Life insurance offers opportunity for a new approach

See how FIUL can help your client’s idle assets go further.