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Despite progress, discrimination persists

Helping LGBTQ+ clients

Make sure you understand the unique financial challenges some members of the LGBTQ+ community face. Learn how to address these issues.

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5 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

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Organize,

Strategize

& Energize

Practice Management

Millennials’ changing relationship with financial planning

As millennials age, they’re becoming more likely to work with financial professionals. Find out how you may best work with this demographic.

5 min read

Practice Management

5 tips to ace the first meeting with a new client

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

See more Practice Management

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

Most common debt ceiling questions, answered

The U.S. has reached its debt limit, what could this mean for your clients’ portfolios? Learn about how you might discuss the debt ceiling and how it might impact your clients

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

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

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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

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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

Practice Management

Targeting the elusive millennial client

Millennial investors may be hesitant to work with financial professionals. Learn about the barriers and how to overcome them.

5 min read

Advanced Markets

Non-Qualified Stretch: Leaving a Lasting Legacy

When a loved one dies, those left behind are faced with difficult choices. Help your clients understand how to stretch death benefit payments over their own life expectancies.

5 min read

Practice Management

The Whys and Hows of Succession Planning

Financial professionals need to have a succession plan in place. Learn more about why it’s so important and how to create one.

5 min read

Expert Insights

Rising prices are creating a retirement roadblock

Signs of a recession are causing anxiety. Learn what KKR’s Henry McVey and Global Atlantic’s Cameron Jeffreys think about the effects of inflation on economy.

5 min read

Advanced Markets

The Benefits of Tax Deferred Investing

When you’re saving for a long-term goal like retirement, taxes can have a meaningful impact on the growth of your investment.

5 min read

Helping LGBTQ+ clients

What’s Trending

Serving the next generation of women investors

Help your clients navigate life after retirement

Robo-advisors and the future of investing

Spotlight

Millennials’ changing relationship with financial planning

5 tips to ace the first meeting with a new client

How to market your personal brand

How financial professionals build their brand

Spotlight

The gender pay gap and retirement

How Secure Act 2.0 helps women

Qualified Longevity Annuity Contract (QLAC)

Considering Delaying Social Security?

Spotlight

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

Most common debt ceiling questions, answered

The impact of Secure Act 2.0

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

Spotlight

The growing wealth of Hispanic investors

U.S. Hispanics and their approach to saving

Asian Americans and their retirement approach

How can an annuity help Asian Americans save for retirement?

Filter by topic

Breaking down the Inflation Reduction Act

Targeting the elusive millennial client

Non-Qualified Stretch: Leaving a Lasting Legacy

The Whys and Hows of Succession Planning

Rising prices are creating a retirement roadblock

The Benefits of Tax Deferred Investing

This site is intended for financial professionals only.

Helping LGBTQ+ clients

What’s Trending

Serving the next generation of women investors

Help your clients navigate life after retirement

Robo-advisors and the future of investing

Spotlight

Millennials’ changing relationship with financial planning

5 tips to ace the first meeting with a new client

How to market your personal brand

How financial professionals build their brand

Spotlight

The gender pay gap and retirement

How Secure Act 2.0 helps women

Qualified Longevity Annuity Contract (QLAC)

Considering Delaying Social Security?

Spotlight

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

Most common debt ceiling questions, answered

The impact of Secure Act 2.0

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

Spotlight

The growing wealth of Hispanic investors

U.S. Hispanics and their approach to saving

Asian Americans and their retirement approach

How can an annuity help Asian Americans save for retirement?

Filter by topic

Breaking down the Inflation Reduction Act

Targeting the elusive millennial client

Non-Qualified Stretch: Leaving a Lasting Legacy

The Whys and Hows of Succession Planning

Rising prices are creating a retirement roadblock

The Benefits of Tax Deferred Investing