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  Extraordinary Conversation: Addressing the long-term care challenge

  Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life to dig into some of the survey findings and discuss implications for financial professionals.

  Client outcomes October 31, 2023

  • Long-term care
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  Markets weak as investors are unimpressed by earnings beats

  S&P 500 seems set for the third straight negative month following five positive months

  Capital Market Impact October 30, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Helping clients understand the financial benefits of marriage

  Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages.

  Client outcomes October 26, 2023

  • client relationships
  • marriage
  • retirement income
  • retirement planning
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  Will geopolitical risk stall a fourth-quarter rally?

  Equity markets managed to finish the first week of the fourth quarter in positive territory

  Capital Market Impact October 9, 2023
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  How to use in-plan protected income solutions to improve retirement confidence

  In-plan protected income solutions can go a long way toward building retirement confidence.

  Client outcomes September 27, 2023

  • in-plan guarantee
  • retirement planning
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  How to help clients manage their debt

  As a financial professional, one of the most important things you can do for your clients is to help them manage their debt.

  Client outcomes March 13, 2023

  • Debt management
  • habits
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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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  15 tips on working from home: find your balance

  It is important to find what works well for you at home as hybrid and remote work continue to be popular among workers.

  Practice Management February 9, 2023

  • COVID-19
  • habits
  • technology
  • work from home
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  How Has the Pandemic Impacted Inflation

  Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

  Economic Commentary January 24, 2023

  • COVID-19
  • economic growth
  • habits
  • pandemic
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  Supporting clients through money anxiety

  As a financial professional, you can help your clients process their anxiety about finances with these tips from the American Psychiatric Association.

  Client outcomes January 19, 2023

  • client relationships
  • inflation
  • investing strategies
  • retirement planning