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Putting stress in its place

Working in the financial services industry can be stressful. Find out how you may take steps to alleviate anxiety.

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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 you may optimize your meetings

We’ve all been in challenging meetings. Learn how to plan and host effective meetings that can help your business thrive.

5 min read

Practice Management

Building a strong referral network

Generating referral business may be key to the success of financial professionals, but it can be a challenge. Find out how to potentially grow your referral network.

5 min read

Practice Management

How to work with Gen X clients

Understanding the unique needs and wants of your Gen X clients is key to helping them take the next step. Find out how to work with this core demographic.

5 min read

Practice Management

Is Pickleball the new golf?

Is pickleball replacing golf as the go-to activity to build client relationships? Find out how sharing your hobbies may create stronger connections.

5 min read

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Advanced Markets

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Essential

Questions

Answered

Advanced Markets

The gender pay gap and retirement

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

Advanced Markets

Considering Delaying Social Security?

Delaying Social Security is an attractive option for many retirees. Find out how an annuity bridge provides steady income until it’s time for your clients to claim their benefits.

5 min read

Advanced Markets

Qualified Longevity Annuity Contract (QLAC)

Many retirees are concerned about outliving their retirement savings. Learn how a Qualified Longevity Annuity Contract (QLAC) can provide lifetime income and the potential for additional tax deferred growth.

5 min read

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Expert Insights

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Ideas,

Inspiration

& Success

Expert Insights

How AI may fit into your clients’ investment portfolios

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

Preparing your clients for layoffs

Layoffs have hit multiple industries hard. Learn how you may prepare your clients for layoffs and how you may help them navigate this challenging period.

5 min read

Expert Insights

A financial professional’s guide to REITs

Market volatility has some investors rethinking their allocation strategy. Learn how private real estate may be a worthwhile alternative investment.

5 min read

Expert Insights

Here’s what investors are thinking in 2023

A survey of 1,000 investors shines a light on their concerns, priorities, and outlook. Find out how this may change how you work with your clients.

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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As your clients get closer to retirement, it's important to have the Social Security talk. Learn how to talk about guaranteed retirement income.

5 min read

Putting stress in its place

What’s Trending

5 tips for working with diverse clients

Building your social media presence

Maintaining credit scores in retirement