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

Rising prices are creating a retirement roadblock

Inflation is causing fear and uncertainty among both near-retirees and the recently retired. How can you adjust? KKR’s Henry McVey and Global Atlantic’s Cameron Jeffreys offer insight into the economic landscape and how you can help your clients can weather the storm.

Read article

5 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

Spotlight

Women,

Wealth &

Wisdom

Practice Management

What she may not be telling you

The financial services industry is missing out on $700 billion by not meeting the expectations of women investors. Hear what women find most frustrating about working with financial professionals and learn how you can be a trusted resource for wealth management.

3 min watch

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

Practice Management

The Keys to Understanding Women Investors

Struggling to retain female clients? We can help. Listen to our new podcast series that dives into the major issues women investors are facing today including divorce, widowhood, caregiving, and small business ownership.

Listen to four episodes

Practice Management

Older Women, Special Challenges

As baby boomers age, financial professionals must be ready and understand the challenges facing older women through divorce, widowhood, and caregiving.

5 min read

See more Practice Management

Advanced Markets

Spotlight

Essential

Questions

Answered

Advanced Markets

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?

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

What is an In-Service 401(k) Rollover?

In-service 401(k) rollovers are offered by more than 70% of employer plans, but how do they work? And when should they be used?

5 min read

Advanced Markets

Understanding the Sequence of Returns Risk

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

2 min watch

See more Advanced Markets

Market Insights

Spotlight

Ideas,

Inspiration

& Success

Market Insights

Rethinking the 4% rule for retirement spending

Inflation and market uncertainty are causing anxiety. In a new interview, the creator of the 4% rule says now might be the time to adjust retirement spending habits.

5 min read