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  Clarity is needed to help clients plan for the benefits of life insurance and long-term care

  Help clear up client’s confusion and start them on a path toward a plan for long-term care and a more secure financial future.

  Client outcomes July 28, 2023

  • health care
  • Long-term care
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  Consumers’ interest in life insurance continues to rise

  Help protect your loved ones with life insurance.

  Client outcomes October 13, 2022

  • life insurance
  • retirement income
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  Planning for lifetime income with annuities

  Depending on personal factors like age and risk tolerance, annuities may be a good solution for clients looking to retire with guaranteed income for the rest of their lives.

  Client outcomes November 29, 2023

  • retirement planning
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  Buying LTC Insurance can be similar to buying a car

  There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you.

  Client outcomes February 23, 2023

  • income planning
  • Long-term care
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  Plan sponsors and participants are primed for in-plan lifetime income options

  Growing interest in lifetime income solutions opens new opportunities for retirement plan advisors and consultants.

  Client outcomes September 13, 2021

  • retirement planning
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  Help business-owner clients improve employee benefits in an uncertain environment

  As a financial professional, now is a great time to be talking with business-owner clients about adding policies such as corporate-owned life insurance (COLI) into their financial plans.

  Business Growth December 5, 2023

  • business solutions
  • employee retention
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  Protecting surviving spouses from a drop in income

  Financial professionals bear a tremendous responsibility to surviving spouses

  Client outcomes May 4, 2021

  • investing strategies
  • retirement planning
  • Social Security
  • taxes
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  How clients saving for retirement can benefit from higher interest rates

  Help your clients take advantage of the higher interest rates

  Beyond Investing June 9, 2023

  • interest rates
  • retirement planning
  • taxes
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  The chicken or the nest egg: talking to clients about saving during inflation

  It’s a near certainty that prices will continue to rise indefinitely regardless of actions taken by the Fed or other political leaders. Therefore, its vital to utilize an approach to savings with your clients that embraces the reality of inflation.

  Client outcomes June 8, 2023

  • client relationships
  • income planning
  • retirement planning
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  Financing Childhood: What financial professionals need to know to help clients raise children

  Help clients prepare for the costs of raising a child

  Client outcomes May 18, 2023

  • income planning
  • retirement planning