Maintaining relationships from a distance
Financial professionals – learn how to use virtual tools more effectively to connect digitally and effectively with your clients to benefit your practice.
Managing Client Expectations
Help your clients overcome the fear of missing out and stay focused to meet their goals.
Talking Clients Through the Ukraine Crisis
The Russian invasion of Ukraine has brought disruptions throughout the world—of people, businesses, and financial systems. Our experts share their insights.
Top 5 client objections to annuities
Annuities can get a bad rap. Here are how to address some client misconceptions about annuities.
What is the value of certainty?
Get the step-by-step playbooks to talk to clients about creating greater certainty in their retirement needs.
Are you recommending annuities to your clients?
A new article examines whether financial professionals who fail to recommend guaranteed income to their clients are breaching fiduciary duty.
Help your clients "protect" their largest asset
Longevity and market volatility are the enemies of your client’s retirement portfolio. What steps can your clients take to make it last as long as they do?
Bad news in the bond market
The bonds market is in for a rough ride that could put its multi-decade bull run on hold, leaving investors with few other attractive choices.
The Rule of 120
As your clients age, bonds have always been the go-to “income” play for adding stability to a retirement strategy. Could FIAs also play a role?
Is 90 the new 80?
It’s a fact. Americans are living longer. Are your clients prepared, financially, to live to 90 and beyond?
Replay: The Fragile Decade
The Fragile Decade workshop helps you understand the four phases of life transition and introduces you to the four pillars of happiness in retirement.
The Social Security Talk
What’s your client’s plan for taking Social Security? Do they plan to claim early? Or should they wait? Have you had “the talk”?
Does the 4% rule still apply?
The 4% rule doesn’t guarantee anything. It might be time to help your clients look for other guarantees for their retirement.
Ensuring a legacy despite RMDs
Could RMDs disrupt your clients plans to leave a legacy? An optional rider on an annuity such as Enhanced Death Benefit might help keep them on track.
Start the LTC conversation
Helping your clients plan for a long-term care need starts with them understanding the basics. Start the conversation here.
Estate planning with IUL
Get the resources you need to help your clients leverage Indexed Universal Life Insurance (IUL) during estate planning.
Got a mattress saver client?
Annuities may offer better fixed rates AND valuable benefits which may not be available with traditional deposit accounts.
Retire your risk
See how the Alliance for Lifetime Income is looking to help people prepare for what could be a 30+ year retirement.
Do more for your conservative clients
For older, more conservative clients, finding a balance between continued growth potential and asset protection can be a tricky task.
Could RMDs derail a retirement strategy?
For some clients, taking RMDs could pose risks. How can you give your clients an RMD strategy that won’t disrupt their retirement or legacy plans?
A simple way to grow your clients' money
Do “simple” and “predictable” and “growth potential” exist in a single product? Sure. Take a look at MYGAs.
Webinar Replay: Successful Retirement Income Planning
Wade D. Pfau, Ph.D discusses how different retirement income tools can be combined to build more efficient retirement strategies.
Replay: Leadership in the Face of Adversity
Hear General David H. Petraeus as he shares his ideas on leadership and what’s needed to make tough decisions in the face of adversity.
A bumpy road for boomers
Are your boomer clients ready? A recent survey of over 800 baby boomers reveals that only 25% of boomers believe they will have enough money in retirement.
Need help?
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