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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

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    Break-even math: How much gain is needed to recover from a loss fully?

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    Strong Q3 but higher interest rates may finally begin to bite

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    Higher-for-longer rates: Weekly Economic Review & Outlook

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    How to use in-plan protected income solutions to improve retirement confidence

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    How to help clients maximize Medicare and Social Security benefits

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    How to discuss 5 common myths about annuities with your clients

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  • A happy couple having a meeting.

    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
  • illustration of medicine on dark blue background

    Wondering which Medicare plan is best for your clients?

    The best plan depends on what they want most from their coverage.

    Client outcomes September 6, 2022
    • healthcare
    • Medicare
    • Medigap
    • retirement planning
  • Hospital with doctor, patients, family

    Medicare 101: Understanding Healthcare in Retirement

    Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics.

    Client outcomes October 13, 2021
    • health care
    • Medicare
    • retirement planning
    • Social Security
  • illustration of thought bubbles

    What your client should consider when enrolling in Medicare

    Even with a number of resources at the ready, many still have questions around enrollment

    Client outcomes June 30, 2021
    • health care
    • Long-term care
    • Medicare
    • retirement planning
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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

    A professional working on a laptop.

    Higher-for-longer rates: Weekly Economic Review & Outlook

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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