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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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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.


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?

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 millennials

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.

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.