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Emotional intelligence for financial professionals

What is emotional intelligence? And how can you improve yours? Find out how it may help you be a better financial professional.

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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

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

Practice Management

Insurtech: The Producer’s Perspective

Insurtech and other financial services technology is changing the industry. Read more to find out how it can help your processes and capabilities.

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

Practice Management

LoMo: The Longevity of Money

This research-based workshop teaches financial professionals how to talk to their clients about retirement income spending and common retirement challenges.

5 min read

See more Practice Management

Advanced Markets

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Diversity,

Change &

Growth

Advanced Markets

Breaking down the potential benefits of a non-qualified stretch

Learn how a non-qualified stretch provides non-spouse beneficiaries with control, flexibility, and the ability to create a lasting legacy.

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

Greater Diversity, New Opportunities for Financial Professionals

As the U.S. population becomes more diverse, it’s important for financial professionals to adjust. Here’s a closer look at how you can better understand different cultural groups and learn to grow your client base.

25 min listen

Advanced Markets

Financial professionals should build relationships with Asian American investors

Asian American investors represent a large opportunity for financial professionals.

5 min read

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Market Insights

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Ideas,

Inspiration

& Success

Market Insights

Secure Act 2.0 and 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

Market 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

Market 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

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

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Thought Leadership

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Listen,

Learn &

Grow

Thought Leadership

KKR webcast: 2023 Global Policy Trends

As 2023 gets underway, a panel of KKR experts discuss how the geopolitical landscape might impact investors. Watch this exclusive webcast to gain a clear picture of recent developments and future implications.

5 min watch