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.
Helping clients with their required minimum distributions (RMDs)
Ways to assist clients who need to understand, prepare for, and comply with RMD requirements.
The benefits of flexibility – embracing new options within holistic financial planning.
Help provide both protection and opportunity to client’s long-term financial strategy.
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?
Boomers are optimistic about retirement
How are your boomer clients feeling? Find out what this could mean for your practice.
Allianz offers Caregiver Readiness Guide
Conversation starter: Help clients plan and not leave questions unanswered.
Millennials: Savvy in more ways than one
Helping millennials utilize their digital savviness to create a solid financial future.
Generation X lacks confidence in preparation for retirement
Cue the role of a financial professional!
FIUL and the importance of tax diversification
See how to position life insurance as your client’s financial engine.
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.
Life insurance offers opportunity for a new approach
See how FIUL can help your client’s idle assets go further.
