Search results

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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 overcome Social Security doubts with knowledge and planning

  Help your clients understand their Social Security options and learn insights from our recent survey.

  Client outcomes July 29, 2024

  • client relationships
  • retirement planning
  • Social Security
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  Financial planning for DINKs

  The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client.

  Client outcomes June 28, 2024

  • investing strategies
  • retirement planning
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  Financial Planning for Recovering Addicts: Reclaiming Stability

  Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability

  Client outcomes June 27, 2024

  • client relationships
  • retirement planning
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  The shifting retirement outlook requires new thinking for financial planning

  Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

  Client outcomes May 13, 2024

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  10 essential financial planning tips for newlyweds

  Explore essential financial planning tips for helping clients merge finances in marriage

  Client outcomes April 19, 2024

  • habits
  • income planning
  • investing strategies
  • retirement planning
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  Pension-like income is key to building retirement confidence

  Both workers and employers can benefit by adding protected retirement income solutions to workplace retirement plans.

  Client outcomes February 19, 2024

  • income planning
  • retirement income
  • retirement planning
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  How to have “The Talk” with clients about estate planning

  Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations.

  Client outcomes January 26, 2024

  • client relationships
  • retirement income
  • retirement planning
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  Financial planning tips for blended families

  When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional.

  Client outcomes January 4, 2024

  • retirement income
  • retirement planning
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  A case for variable annuities with guaranteed lifetime withdrawal benefits

  Learn how variable annuities with income protections could better serve your clients for retirement than an investments-only approach without protections.

  Client outcomes May 29, 2024

  • income planning
  • investing strategies
  • retirement income
  • retirement planning