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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  Student debt and retirement: 6 tips to help guide clients toward financial stability

  Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt.

  Client outcomes November 17, 2023

  • habits
  • 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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  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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  6 ways to have better LTC conversations with clients

  Help get clients over common hurdles towards a long-term care plan that’s right for them.

  Client outcomes June 20, 2024

  • consumer spending
  • income planning
  • Long-term care
  • retirement planning
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  5 common myths about securities-backed lending

  Your clients could still be in the dark about how securities-backed lending works. These top 5 myths can help you address common misconceptions.

  Client outcomes May 30, 2024

  • client relationships
  • income planning
  • investing strategies
  • 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
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  Talking about the shift to lifetime financial security at the Milken Conference

  As an industry, we can enable the shift from building wealth for retirement to helping achieve lifetime financial security.

  Client outcomes May 13, 2024

  • client relationships
  • Milken Conference
  • practice management
  • retirement income
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  Understanding the Windfall Elimination Provision

  Explore the complexities of the Windfall Elimination Provision (WEP) to better guide clients through retirement planning.

  Client outcomes March 29, 2024

  • retirement planning
  • Social Security
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  Passing along financial wisdom across generations of Black investors

  Explore insights from experienced Black investors on building financial security and key lessons in smart saving for a successful retirement.

  Client outcomes February 6, 2024

  • client relationships
  • practice management
  • retirement income
  • retirement planning