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What’s in SECURE Act 2.0

SECURE Act 2.0 is still a work in progress, but it may make it more attractive to include annuities as part of retirement planning.

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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

Helping Women Navigate Unique Challenges

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

5 min read

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Advanced Markets

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Essential

Questions

Answered

Advanced Markets

Trust-Owned Annuities

What makes annuities an attractive option to trustees? Learn about the benefits afforded by annuities inside a trust.

5 min read

Advanced Markets

What is a Fixed Index Annuity?

Fixed index annuities provide protection from downside market risk. Here’s a step-by-step on how they work.

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

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

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Market Insights

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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

Market Insights

The Rule of 120

As your clients age, bonds have always been the go-to “income” play for adding stability to a retirement strategy. Could FIAs also play a role?

5 min read

Market Insights

Consumers are looking for lifetime income

A recent survey of over 1,000 consumers reveals an increase in interest for, and opinions about, guaranteed lifetime income.

5 min read

Market 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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Thought Leadership

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Listen,

Learn &

Grow

Thought Leadership

The Virtual Advisor Crash Course

Best practices for continuing to maximize the use of Zoom Skype, WebEx—and more—to keep client relationships strong.

4 min read

Thought Leadership

A Producer’s Guide to Crypto

The cryptocurrency buzz is undeniable, are you prepared? Learn the essentials and come ready to answer all your clients’ questions.

15 min read

Thought Leadership

Leadership in the Face of Adversity

Hear General David H. Petraeus as he shares his ideas on leadership and what’s needed to make tough decisions in the face of adversity.

50 min watch

Thought Leadership

Successful Retirement Income Planning

Wade D. Pfau, Ph.D discusses how different retirement income tools can be combined to build more efficient retirement strategies.

55 min watch

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Watch videos

Annuities can get a bad rap. Here are how to address some client misconceptions about annuities.

5 min read

What’s in SECURE Act 2.0

What’s Trending

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