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.
Why Americans may not retire when they think – and it might not be their choice
Retiring earlier than planned presents risk by potentially depleting a client’s assets prematurely.
5 reasons for financial professionals to call their clients right now
Feeling financially confident has become increasingly challenging for Americans, and many could benefit from the advice of a financial professional.
How to help clients balance debt and retirement savings
Conversation starters that can help mitigate the risk that debt can pose to their financial future.
3 reasons to talk to your clients about the weather
Extreme weather can erode your clients’ wealth – just like inflation and rising health care costs. Here are reasons to talk about it.
How to help clients prepare for a longer-lasting retirement
Most people would like to live a long life and enjoy a lengthy retirement. Yet, a long life can pose risks to retirement.
What keeps women up at night?
Fear of outliving retirement funds is a big concern among women. How can you help female clients feel more confident in their financial future?
Four ways to help women-owned businesses
Women-owned businesses could benefit from personalized guidance and are unique clients for financial professionals. Learn about four ways you could help them.
What clients want from a financial professional
Clients want to work with a financial professional who provides holistic guidance based on a personal understanding of their values and priorities.
3 retirement income concerns for underprepared clients
Help these clients create a strategic income strategy that will provide enough income while being sensitive to market risks.
5 annuity strategies for retirement planning
Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, improving retirement outcomes, income tax hedge, and lifetime income.
3 things to know about Secure 2.0 for financial professionals
Financial professionals need to know how the provisions in this legislation will affect their clients.
How clients can supplement college funding using life insurance
Fixed index universal life insurance (FIUL) can be a valuable product for the middle market, especially when it comes to paying for college.
How life insurance can supplement income during retirement for your middle-market clients
The cash value of a fixed index universal life (FIUL) insurance policy can be accessed through policy loans or withdrawals.
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.
Creating tailored financial strategies for small-business owners in niche markets
How to help clients make a plan for selling or gifting their small business
A successful shift in ownership requires rigorous succession planning.
