Resources for financial professionals

If divorce has affected your client’s retirement plan, claiming a spousal benefit could offer them greater Social Security income during retirement.

Retiring earlier than planned presents risk by potentially depleting a client’s assets prematurely.

Feeling financially confident has become increasingly challenging for Americans, and many could benefit from the advice of a financial professional.

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?

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.

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.