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Explaining Secure Act 2.0: What you need to know about the new law

Now that Secure Act 2.0 is law, we’re revisiting the topic on the latest episode of Your Thriving Practice podcast. We dive deep into the bill, discuss some of the key parts, explain how it will impact producers, and highlight how it can help Americans save for retirement.

28 min listen

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A mix of our most popular, timely and relevant insights

Practice Management

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Organize,

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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

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

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Advanced Markets

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Essential

Questions

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Advanced Markets

Are Asian American savers too focused on accumulation?

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

Advanced 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

Advanced 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

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

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Market Insights

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Ideas,

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Market Insights

Talking to your clients about the 2023 Social Security COLA increase

Get ready for any questions your clients may have about the 2023 Social Security COLA increase.

5 min read

Market Insights

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

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

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Thought Leadership

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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

If your clients are interested in investing in cryptocurrency, you need to have the answers. Read through this guide to get brought up to speed.

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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Advanced Markets

Trust-Owned Annuities

Many of the same reasons that make annuities appealing as a retirement investment also make them desirable inside a trust. Read more to find out.

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

Breaking Down Early Distributions

Early distributions are typically subject to a 10% penalty tax, but there are exceptions. Learn the common reasons why a tax may not be imposed.

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

Recognize and effectively engage with four personality types

Personality management can be a challenging aspect of working with clients. The CORE Four workshop teaches you how to recognize and communicate with different personality types.

5 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