Search results

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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
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  Single women investors seek to control their retirement preparedness

  As more women reach retirement age, the focus of financial planning turns to retirement preparedness in an uncertain economic climate.

  Client outcomes March 12, 2024

  • client relationships
  • retirement planning
  • women in retirement
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  How to discuss 5 common myths about annuities with your clients

  Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them.

  Client outcomes August 28, 2023

  • client relationships
  • retirement income
  • 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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  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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  Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

  Read these key considerations for implementing NUA strategies in you clients’ retirement plans

  Client outcomes August 23, 2024
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  Helping farmers without heirs transition to retirement

  Get professional insights and practical steps to guide your farmer clients through succession planning without heirs.

  Client outcomes August 16, 2024

  • incoming planning
  • retirement planning
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  Why professional guidance is so important when clients buy annuities

  The majority of annuity owners (68%) bought their annuity through a financial professional

  Client outcomes August 14, 2024

  • annuities
  • client relationships
  • income planning
  • retirement planning
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  10 Social Security insights your clients should know

  Debunk common myths about Social Security to empower clients with accurate information for better retirement planning and financial decisions.

  Client outcomes July 31, 2024

  • client relationships
  • investing strategies
  • retirement planning
  • Social Security
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  2024 Midyear Outlook: Solid growth prompts cautious optimism

  Stocks were strong but quiet in the first half of 2024 as economic activity remained more resilient than most believed.

  Capital Market Impact July 3, 2024

  • economic growth
  • interest rates
  • market commentary
  • stock market