A destination to empower financial professionals to build, manage, and grow their practice

All the single ladies: Meet the next generation of female investors

An increasing number of women are choosing to remain single, and the tables have turned on this cultural narrative. Financial professionals need to be ready.

3 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

Spotlight

Organize,

Strategize

& Energize

Practice Management

Make the most of your initial one-on-one and achieve the best possible outcomes

Are you ready for your first client meeting? We share five tips on how to help ace initial meetings with new financial clients.

5 min read

Practice Management

How to market your personal brand

Building your brand is just the first step. Find out how to get your marketing off the ground.

5 min read

Practice Management

How financial professionals build their brand

How can financial professionals stand out in a crowded industry? Check out our five-step guide and learn to build your personal brand and establish yourself.

5 min read

Practice Management

Breaking down insurtech and the opportunities ahead

Can insurtech be a game changer for producers when it comes to annuity sales? In this episode of the Your Thriving Practice podcast, we dig into how insurtech is affecting the industry, what it means for financial professionals, and the challenges and opportunities involved in its continued evolution.

33 min listen

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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

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

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

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Expert Insights

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Ideas,

Inspiration

& Success

Expert Insights

Social (in)Security: 3 things every client in their 50s should know

With the future of Social Security in jeopardy, you should make sure you have the answers to questions your clients might have.

5 min read

Expert Insights

The impact of Secure Act 2.0

Secure Act 2.0 is now law. What does that mean for your clients? Learn about the components of the law and how it helps Americans save for retirement.

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

Expert Insights

Financial Advisor IQ — Older Investors with No Pension Worry About Inflation

Older adults are feeling the impact of inflation, but a new Global Atlantic survey finds many remain optimistic about the future.

5 min read

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Multicultural Markets

Spotlight

Work with

Diverse

Clients

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

Multicultural Markets

Asian Americans and their retirement approach

Your Asian American clients may have a different approach toward retirement planning. Learn how you can adapt and provide the right guidance.

4 min read

Multicultural Markets

How can an annuity help Asian Americans save for retirement?

This in-depth visualization demonstrates how annuities can help Asian American investors reach their retirement goals.

5 min read

See more Multicultural Markets

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Practice Management

The Fragile Decade

The five years before and the five after retirement mark a period of massive change for your clients--including changes in who they work with. Make sure your clients are prepared.

5 min read

Multicultural Markets

Building Relationships with Asian American investors

The Asian American market is expanding, creating a great opportunity for financial professionals. We dig into what financial professional need to know about this growing segment of the population.

27 min listen

Practice Management

Why She Chooses You

Gain actionable strategies to help you increase opportunities and build your practice by meeting the unique financial needs of women.

5 min read

Multicultural Markets

Helping U.S. Latinos Achieve Their Financial Goals

How do Latinos approach financial planning and saving for retirement? We examine what financial professionals can do to have a better understanding of their Latino clients and why it’s so important.

33 min listen

Practice Management

CORE Four

Gain the tools you need to communicate more effectively and build stronger connections.

5 min read

Practice Management

Ageless Wisdom

Learn how to best communicate with the growing 65+ population.

5 min read