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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.

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Helping clients with their required minimum distributions (RMDs)

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

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The benefits of flexibility – embracing new options within holistic financial planning.

Help provide both protection and opportunity to client’s long-term financial strategy.

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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?

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Boomers are optimistic about retirement

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

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Allianz offers Caregiver Readiness Guide

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

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Millennials: Savvy in more ways than one

Helping millennials utilize their digital savviness to create a solid financial future.

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.

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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.