Search results

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  A case for variable annuities with guaranteed lifetime withdrawal benefits

  Learn how variable annuities with income protections could better serve your clients for retirement than an investments-only approach without protections.

  Client outcomes May 29, 2024

  • income planning
  • investing strategies
  • retirement income
  • retirement planning
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  The shifting retirement outlook requires new thinking for financial planning

  Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

  Client outcomes May 13, 2024

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  Money management and savings tips for freelancers

  Help your clients manage finances with irregular income as a freelancer. Discover essential money management tips for your clients' stability in the freelance world.

  Client outcomes April 5, 2024

  • retirement income
  • retirement planning
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  Fixed income opportunities in 2024

  Despite potential market volatility on the horizon, fixed income presents opportunities.

  Capital Market Impact March 21, 2024

  • investing strategies
  • market commentary
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  Understanding the SHEconomy: What Financial Professionals Need to Know

  Historically sidelined in financial narratives, women are reshaping the financial landscape.

  Client outcomes March 1, 2024

  • client relationships
  • women in retirement
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  A bittersweet symphony: advising millennial clients

  Learn more about Millennials: diverse, tech-savvy and facing unique financial challenges like high student debt and underemployment.

  Client outcomes February 21, 2024

  • retirement planning
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  How to have “The Talk” with clients about estate planning

  Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations.

  Client outcomes January 26, 2024

  • client relationships
  • retirement income
  • retirement planning
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  Preparing your clients for the Great Wealth Transfer

  Financial professionals can bring tremendous value to clients and beneficiaries by helping them prepare for an efficient transfer of wealth to the next generation.

  Client outcomes January 23, 2024

  • practice management
  • retirement income
  • retirement planning
  • taxes
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  The financial professional’s tech guide: software and tools for client success

  As client expectations evolve, utilizing financial planning tools can be essential for staying competitive and delivering the highest level of service.

  Business Growth December 28, 2023
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  S&P 500 extends rally amid mixed markets and data

  S&P 500 gains amid mixed data, sentiment, and positioning.

  Capital Market Impact December 12, 2023

  • equity markets
  • investor sentiment
  • market commentary