Resources for financial professionals

Conversation starters that can help mitigate the risk that debt can pose to their financial future.

Extreme weather can erode your clients’ wealth – just like inflation and rising health care costs. Here are reasons to talk about it.

Most people would like to live a long life and enjoy a lengthy retirement. Yet, a long life can pose risks to retirement.

Fear of outliving retirement funds is a big concern among women. How can you help female clients feel more confident in their financial future?

Women-owned businesses could benefit from personalized guidance and are unique clients for financial professionals. Learn about four ways you could help them.

Clients want to work with a financial professional who provides holistic guidance based on a personal understanding of their values and priorities.

Help these clients create a strategic income strategy that will provide enough income while being sensitive to market risks.

Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, improving retirement outcomes, income tax hedge, and lifetime income.

Financial professionals need to know how the provisions in this legislation will affect their clients.

Fixed index universal life insurance (FIUL) can be a valuable product for the middle market, especially when it comes to paying for college.

The cash value of a fixed index universal life (FIUL) insurance policy can be accessed through policy loans or withdrawals.

The more strategies to address the risk of inflation incorporated into a holistic financial strategy, the greater the chance of success in retirement.

Understanding their concerns and challenges can aid in helping clients make a plan.

A successful shift in ownership requires rigorous succession planning.

Getting proactive can help address tax risks down the road.