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 relationshipsmarket commentaryotherretirement planning
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 spendingeconomic commentaryeconomic growthinflation
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
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 incomeretirement planningSocial Security
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 relationshipsretirement incomeretirement planning
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 careLong-term care
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 relationshipsinvesting strategiesretirement incomeretirement planning
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 relationshipsincome planningretirement planning
As economic pressures mount, investors are re-evaluating their financial priorities Nearly six in ten investors plan to adjust their personal finances ahead of a potential recession. Economic Commentary May 16, 2023 client relationshipshabitsinflationmarket commentary
Could the recent rate hike be the final increase of the year? The Federal Reserve raised interest rates at a tenth straight meeting in May in its ongoing push to return inflation to its 2% target. Capital Market Impact May 5, 2023 Economyinflationinterest rates