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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.


Addressing anxiety and mitigating risk as clients navigate the economic impact of the pandemic

During this time, financial professionals can help clients with strategies to add more risk management measures into their retirement planning and overall portfolio.

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Making the connection between longer retirements, the rising cost of living, and cognitive decline

As people spend more time in retirement than ever before, managing the complexities of inflation can pose a risk to retirement security.
How can financial professionals help people of color address retirement risk

How can financial professionals help people of color address retirement risks?

Many people of color report wanting to take control of their finances, but may not have the right support from a financial professional.
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Addressing and mitigating risks that can derail a retirement strategy

As Americans struggle to determine what’s next, help them build a retirement strategy that can prepare them for the future.

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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.

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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?

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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.

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Generation X lacks confidence in preparation for retirement

Cue the role of a financial professional!

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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.