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.
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.
3 ways taxes could cause issues for your clients in retirement
Clients who are well funded for retirement may be more likely to experience tax issues, but there are strategies to help.
Creating tailored financial strategies for small-business owners in niche markets
Understanding their concerns and challenges can aid in helping clients make a plan.
How financial professionals can help BIPOC Americans reach their financial goals
A better understanding of BIPOC perspectives on retirement planning can help financial professionals prepare BIPOC clients for the future.
How to help clients make a plan for selling or gifting their small business
A successful shift in ownership requires rigorous succession planning.
Helping business owners create a compensation strategy for key employees
Recruiting, retaining, and motivating employees is particularly important for small businesses.
3 ways for clients to pay for health care in retirement beyond Medicare
For people age 65 and older, health care represents 14% of all spending. It is important for your clients to have stable income throughout retirement to help cover these costs.
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.
What clients want from a financial professional
The things clients value from this relationship varies by life stage.
How the new Secure Act 2.0 could change the way people save for retirement
Understanding how this proposed legislation could change the rules for different types of clients is important to helping those clients achieve a more successful retirement.
How to help clients make plans now to lower their next tax bill
Getting proactive can help address tax risks down the road.
Easing client concerns about market risks outside their control
Financial professionals can help with strategies that help clients feel more in charge of their finances.
5 reasons for financial professionals to call their clients about retirement plans right now
In the wake of the pandemic, many Americans could use advice from a professional about how to navigate their finances.
Designing retirement income for underprepared clients
Making a plan now can help clients who are not independently wealthy address risks down the road.
Managing pandemic aftershocks
How you can help ease client concerns about finances, retirement and inflation.
How a long life can affect retirement savings
Help clients address the risk longevity can pose to their retirement strategy.
The changing dynamics of required minimum distributions
Helping clients navigate recent changes.
Examining the impact of inflation on retirement savings
Making a plan now can help alleviate risks down the road.
Socially responsible investing is here to stay
Understanding what clients value can influence strategy.
Helping deliver value from fintech
How carriers help provide holistic risk-management solutions through technology.
Helping clients who are reluctant to discuss retirement risks
Breaking the ice can help create a sound retirement strategy that addresses risks such as increased healthcare costs and the rising cost of living.
Do your clients care about sustainable investing?
Increased interest means clients may be ready to get involved.
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.
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.
Allianz offers Caregiver Readiness Guide
Conversation starter: Help clients plan and not leave questions unanswered.
FIUL and the importance of tax diversification
See how to position life insurance as your client’s financial engine.
Life insurance offers opportunity for a new approach
See how FIUL can help your client’s idle assets go further.
