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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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  Financial information online: The good, the bad, and the just wrong

  Financial professionals offer calm and clarity as clients seek financial guidance online.

  Client outcomes December 1, 2023

  • client relationships
  • income planning
  • retirement planning
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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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  Help clients keep financially focused during an election year

  Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

  Client outcomes October 30, 2023

  • client relationships
  • market commentary
  • other
  • retirement planning
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  Richcession? Rolling recession? What to expect for the economy going forward

  Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future.

  Capital Market Impact September 13, 2023

  • consumer spending
  • economic commentary
  • economic growth
  • inflation
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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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  Social Security: Knowledge gaps and funding concerns open the door to deeper discussions

  After ten years of survey results, the importance of working with a trusted financial professional to make social security decisions is clearer than ever.

  Client outcomes August 22, 2023

  • retirement income
  • retirement planning
  • Social Security
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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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  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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  AI’s impact on longevity risk: Can clients afford it?

  AI is poised to help us live longer, healthier lives. Can clients afford it?

  Client outcomes July 28, 2023

  • client relationships
  • investing strategies
  • retirement income
  • retirement planning