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 relationshipsretirement planningSocial Security
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 spendingincome planningLong-term careretirement planning
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 relationshipsincome planninginvesting strategiesretirement planning
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 planninginvesting strategiesretirement incomeretirement planning
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 relationshipsMilken Conferencepractice managementretirement income
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 planningSocial Security
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 relationshipsinvesting strategies
Buying LTC Insurance can be similar to buying a car There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you. Client outcomes February 23, 2023 income planningLong-term care
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 relationshipsinvesting strategiesretirement planningSocial Security
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 strategiesretirement planning
