Search results

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  Tips to Help Clients Build Financial Security

  Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation.

  Client outcomes March 7, 2023

  • client relationships
  • investing strategies
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  Be a source of strength for clients in times of uncertainty

  Objective guidance from a financial professional can help anxious clients keep a long-term perspective.

  Client outcomes December 6, 2022

  • client relationships
  • practice management
  • retirement planning
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  Two Key Retirement Benefits Farmers Might Miss

  Farmers need the help of financial professionals when it comes to retirement income planning.

  Client outcomes November 23, 2022

  • income planning
  • land as your legacy
  • retirement planning
  • Social Security
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  Helping your clients navigate the midterm election

  The midterm election can be a stressful time for your clients because changes of power in Washington can affect their perception of the market.

  Beyond Investing October 27, 2022

  • client relationships
  • investing strategies
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  The best advice I’ve ever gotten: National 401(k) Day

  National 401(k) Day is celebrated to help Americans better understand their retirement plan by bringing awareness to the importance of saving for retirement. Amelia Dunlap, VP of Retirement Plans Marketing at Nationwide Financial, shares the best advice she’s received about retirement saving.

  Practice Management September 9, 2022

  • habits
  • retirement planning
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  Women seek retirement confidence after COVID setbacks

  Financial professionals can help their women clients find opportunities to build their retirement confidence.

  Client outcomes January 12, 2022

  • client relationships
  • women in retirement
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  How to help clients maximize Medicare and Social Security benefits

  Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

  Client outcomes September 14, 2023

  • health care
  • retirement planning
  • Social Security
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  Tradition meets innovation: annuity products and technology

  Integrating traditional annuity products with cutting-edge technology is creating new opportunities for financial professionals.

  Business Growth August 25, 2023

  • retirement planning
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  Misperceptions: Addressing Plan Sponsor Concerns about In-Plan Guarantees

  The retirement industry has largely shifted from defined benefit plans to defined contribution plans in recent decades, leaving American workers to shoulder the burden of owning their retirement planning.

  Client outcomes August 18, 2023

  • client relationships
  • retirement income
  • retirement planning
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  Helping self-employed and gig-worker clients save for retirement

  There are many options for your self-employed clients when it comes to saving for retirement.

  Client outcomes August 11, 2023

  • retirement income
  • retirement planning