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Help your clients find the right retirement destination

Finding the right retirement destination

Are your clients considering relocating in retirement? Here’s how you can help them find the best place.

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5 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

Spotlight

Organize,

Strategize

& Energize

Practice Management

How to navigate procrastinating clients

Do you struggle with clients who delay their decisions? Here’s how to work better with a client’s procrastination.

5 min read

Practice Management

Active listening in financial services

Being a good listener can make or break your client relationships. Learn about the power of active listening and how you can sharpen your skills.

5 min read

Practice Management

Achieving self-growth as a financial professional

Reflection and mindfulness activities can rejuvenate your business. Learn how to introduce some of these practices into your day-to-day operations.

5 min read

Practice Management

Business etiquette refresher for financial professionals

Is it time to apply the “Platinum Rule?’ Find out about shifting attitudes toward business etiquette and how you can adjust.

5 min read

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Advanced Markets

Spotlight

Essential

Questions

Answered

Advanced Markets

IRS 1040 tax forms and retirement

Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.

5 min read

Advanced Markets

Stretching income across multiple generations

Anyone looking to develop a multigenerational income strategy may want to consider a single premium immediate annuity. We take a closer look at why.

3 min read

Advanced Markets

How the gender pay gap affects retirement for women

The pay gap presents unique retirement challenges for women. Share this with your clients to illustrate how annuities may be able to overcome some of the hurdles.

2 min read

Advanced Markets

How Secure Act 2.0 helps women

Secure Act 2.0 includes some provisions that may be especially beneficial for women. Find out how and learn more about this major piece of legislation.

5 min read

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Expert Insights

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Ideas,

Inspiration

& Success

Expert Insights

Prepare your financial clients for natural disasters

Natural disasters can strike at any time. Learn how you can help your clients be prepared in the event of catastrophe.

5 min read

Expert Insights

Balancing portfolios with annuities

For baby boomer investors, annuities could provide an important tool for maintaining more balanced financial portfolios. Find out how.

5 min read

Expert Insights

The future of the 60/40 portfolio

Curious about the future of the 60/40 portfolio? Check out some excerpts from our recent podcast on where this traditional allocation strategy stands.

5 min read

Two people struggling to keep their credit score low.

Expert Insights

Maintaining credit scores in retirement

You may not think retirement could impact your clients’ credit scores, but lifestyle changes can have an effect. Learn how you may help them adjust.

5 min read

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Multicultural Markets

Spotlight

Work with

Diverse

Clients

Multicultural Markets

Digital nomads and the future of work

Working with clients who live abroad presents challenges. Learn how financial professionals can best serve so-called digital nomads.

5 min read

Multicultural Markets

Working with multigenerational households

There is a higher rate of multigenerational households in the Hispanic community compared to the general population. Find out how this may present an opportunity.

5 min read

Multicultural Markets

The growing wealth of Hispanic investors

Why aren’t more Hispanics working with financial professionals? Five investors offer their perspective and provide eye-opening insight.

6 min read

Multicultural Markets

U.S. Hispanics and their approach to saving

Your Hispanic clients have different cultural influences when it comes to retirement planning. Make sure you’re ready to address their experiences.

5 min read

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Expert Insights

Common questions about investing in AI

Is AI worth investing in? It depends. Learn about the potential risks and upside to see if it is right for your clients’ portfolios.

3 min read

Expert Insights

2022 midterms: Financial professionals guide

Control of Congress hangs in the balance ahead of the midterm elections. Find out what this could mean for financial professionals and their clients.

5 min read

Expert Insights

Breaking down the Inflation Reduction Act

The Inflation Reduction Act impacts healthcare, climate change, and tax policy. What does this mean for your clients?

5 min read

Advanced Markets

How to Recover from Market Losses

Are your clients prepared for the next market correction? Share this with your clients to provide a closer look at how long it will take them to earn back their losses.

5 min read

Advanced Markets

Understanding the Sequence of Returns

Market conditions can have a significant impact on retirement plans. Annuities can protect your clients from sequence of returns risk.

5 min read

Expert Insights

What is a recession? And is the U.S. in one?

High inflation and economic downturn have many people wondering if the U.S. is in a recession, but it’s a complicated answer. Read to find out more.

3 min read