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Insights

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6-minute article
8 strategies to help Sandwich Generation clients
Support clients balancing care and finances with 8 smart strategies. Help them manage caregiving costs while supporting their long-term goals 鈥� and position your practice for growth.
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3-minute article
How fixed indexed annuities can help take the sting out of health care costs
Rising costs, like health care, can be some of the biggest unknowns facing retirees. Discover how fixed indexed annuities can help them manage retirement expenses.
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7-minute article
Gen Xers and millennials are ready for retirement planning
Gen Xers and millennials can use financial professionals鈥� assistance as they plan for retirement and other long-term goals.
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3-minute article
Latest tax updates and 3 key tax benefits for clients
Are fixed indexed annuities the tax-advantaged vehicle you鈥檙e overlooking? As you consider ideas to help clients manage their taxes, our latest tax tables and reference guide can help you start.
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2-minute article
Making sense of the RILA revolution
Uncover why RILAs provide a timely and innovative solution to the evolving needs of today鈥檚 investor.
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3-minute article
Understanding the tax and planning implications of Roth IRA conversions
Explore Roth IRA conversions, including backdoor strategies, the pro-rata rule, and 5-year withdrawal rules to optimize tax planning and retirement savings
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5-minute article
Introduce clients to the potential benefits of a Roth IRA
Roth IRA conversions can offer control, flexibility, and long-term tax benefits for the right clients, and can offer advantages other retirement vehicles cannot.
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6-minute article
The upcoming retirement boom: Are your clients financially prepared?
Historical numbers of Americans are retiring. Learn ways to help clients plan through market change and longer lifespans for more confidence in retirement.
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3-minute article
A financial professional鈥檚 guide to meeting the rising demand for annuities
Interest in solutions offering protection from market downturns, tax advantages and retirement income is growing. Discover how aware people are of annuities and 3 tips to help you meet rising demand.
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3-minute article
Encouraging financial literacy to help build client confidence
Empower your clients to build their financial literacy to help boost retirement readiness and equip them with valuable financial skills to use for a lifetime.
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4-minute article
Overconfidence: a help or hindrance?
Do you have clients who need to see their retirement through a realistic lens? Here's how to help them.
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2-minute article
Help clients picture the future now for a better retirement later
Discover how to show clients who live for today why saving now can pay off in their retirement years 鈥� plus solutions to help overcome other behavioral biases they may have.
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3-minute article
Look to history to help clients gain a holistic view of retirement planning
It's fine for clients to hope for the best, but show them why they should also plan for the worst.
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6-minute article
Financial literacy for your clients in their 40s and 50s
Here are four opportunities to talk to your clients about financial literacy and give them helpful tools for achieving their goals.
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4-minute article
Serving the sandwich generation
A rising number of people are finding themselves managing parents, children and themselves. Discover the impact this has on your sandwich generation clients, and how you can help serve and support the
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4-minute article
4 ways to draw income from an annuity
Learn 4 strategies to use annuities for income. Support clients鈥� retirement planning with options for guaranteed income and greater peace of mind.
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5-minute article
Generation X: understanding a new generation of clients
Find out why it鈥檚 important to know who Gen X is, what drives their retirement concerns and how It can help you serve your part of this underserved market segment.
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3-minute article
Ride the RILA wave
RILAs are gaining traction among Gen Xers, providing a balance of risk management and growth potential to help them build a resilient retirement income plan.
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6-minute article
10 cybersecurity tips to help protect your business and clients
The number of cyberattacks in the U.S. has nearly quadrupled in the last decade, and small businesses aren鈥檛 immune. Discover 10 tips and other resources to help protect your practice and clients.
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7-minute article
Principal protection annuities for volatile markets
Access tools to help your clients learn about fixed indexed annuities (FIAs) and ways they can help protect retirement savings.
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4-minute article
How to talk about annuities to clients in their 40s and 50s
Discover 6 strategic prompts to help clients age 40鈥�59 understand how annuities can support their savings and income goals at every life stage.
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6-minute article
Helping women in the Sandwich Generation manage the silent struggle
Women in the Sandwich Generation face unique retirement planning challenges. Understand their silent struggle and explore 5 ways to help them achieve financial security in retirement.
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5-minute article
Helping your Sandwich Generation clients
For clients sandwiched between financially supporting adult children and relatives, your guidance can help them navigate this life stage more successfully.
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4-minute article
Helping Gen X and millennial clients overcome retirement anxiety
Financial professionals can help ease retirement anxiety for Gen X and millennial clients. Find ways to address priorities, offer tailored tools, and foster trust through clear, actionable strategies.
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5-minute article
How fixed indexed annuities protect clients against downside risk
When clients want more stability than what investing in the markets can provide, find out how a FIA could help set them up for a more financially secure retirement.
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4-minute article
Connecting with your client's children
Building client ties between generations is a win-win: financial professionals foster lasting partnerships, while Gen Xers and millennials gain tailored financial support.
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3-minute article
When clients count on Social Security
The Social Security Fairness Act makes retirement benefits available for more workers. Help your clients know the role Social Security can play in their retirement income plans.
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5-minute article
Are you ready for the next generation of clients?
Explore 鈥淐onnecting with Gen X and millennial clients鈥� for insights into their retirement views and tips to build lasting relationships that will help sustain your practice for years.
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4-minute article
A new retirement is taking shape
Financial professionals play a key role in helping Gen X and millennial generations navigate retirement. Take a proactive approach to helping guide clients toward the new retirement.
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5-minute article
Help Gen X and millennial clients bridge the savings gap
Younger generations face a significant "savings gap," making it challenging to prepare for retirement. Financial professionals can play an active role in closing this gap.
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4-minute article
Understand the factors that influence Social Security benefit amounts
Explore the many factors that can impact a client鈥檚 estimated Social Security amount and ways to help guide them through important retirement decisions.
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4-minute article
Are you missing these 5 small business tax deductions?
Have you double-checked small business tax deductions lately? These tips for financial professionals can help make sure you maximize the tax savings you may be eligible for.
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3-minute article
Help clients understand market fluctuations
Useful tips to help clients understand market fluctuations. Explain how a sound financial plan can help minimize the long-term effects of a down market and provide financial security in retirement.
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4-minute article
Bust these 5 myths to help grow FIA sales
Bust 5 common myths about annuities to help your clients feel more confident making important financial decisions.
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3-minute article
Help your clients create a budget in 5 steps
Strategies to help clients build budgets that align with their financial goals and drive growth for your business.
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4-minute article
Is a RILA right for your client? Answer these 7 questions
With so many registered index-linked annuity (RILA) products entering the marketplace, how do you choose? To help narrow the field, answer these 7 questions.
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2-minute article
Indexed annuities and mutual funds: What鈥檚 the difference?
Understanding the important differences between these two products.
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3-minute
How do indexed annuities work?
Look under the hood of indexed annuities to uncover what makes them unique 鈥� and increasingly appealing.
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2-minute article
Building the next generation of financial professionals
Tips for helping create an environment where female financial professionals feel welcome and can thrive.
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3-minute article
How female financial professionals differentiate themselves
New research highlights the strategies that female financial professionals say they use to keep clients happy.
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3-minute article
Attracting and retaining female clients
Learn about the challenges facing women when it comes to retirement planning and why they value working with a financial professional.
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2-minute article
The importance of building your online practice
Your social media profile is an important tool when building your practice. It can help establish your personal brand and build lasting relationships with clients and prospects.
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3-minute article
5 tips to connect with Gen X
Try these marketing best practices to help connect with Gen X, build relationships and show them how you can help them retire with confidence.
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3-minute article
Helping baby boomers with changing retirement needs
As baby boomers enter retirement, financial professionals are experiencing changes in clients鈥� expectations. Financial professionals who can meet those expectations could benefit in the long run.
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6-minute article
5 essential tactics to build your social media brand
Learn five ways to drive engagement and attract more of the right clients and prospects to your business.
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4-minute article
Prospecting leads on LinkedIn
Tactics for finding, vetting and interacting with new clients via the networking site.
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3-minute article
5 ways to create an attention-grabbing website
Gain 5 best practices for optimizing your website and creating a user-friendly experience that helps promote your practice.
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4-minute article
Coworkers and clients: How to champion working moms
Providing working mothers with the tools and support they need to grow personally and professionally.
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6-minute article
SEO tips to help drive traffic to your website
Adding search engine optimization tactics to your marketing strategy could help your business website rank higher in search results. This checklist can help you start.
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4-minute article
The new 10-year rule for inherited IRAs, explained
Learn how the rules governing inherited IRAs changed after the SECURE Act, how the 10-year rule works and potential impacts to some clients and their loved ones.
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5-minute article
5 important Social Security issues for women
Discover 5 of the most common Social Security issues that could impact your female clients and how you can help them maximize their benefits.
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4-minute article
How fixed indexed annuities can help provide certainty for retirees
Fixed indexed annuities can offer clients a flexible solution for their unique financial planning needs and can help bring more security to their retirement.
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4-minute video
3 ways to help your clients get a financial foothold in times of volatility
An overview of retirement planning strategies to help clients boost financial confidence and head off anxiety during an uncertain economic climate.
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2-minute article
Address one of your clients鈥� biggest sources of stress
Managing market volatility, accounting for inflation and reviewing future income sources can help ease anxiety in retirement.
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1-minute article
Helping 鈥渟andwiched鈥� clients manage competing financial demands
This podcast series explores ways you can help your 鈥渟andwiched鈥� clients manage multi-generational responsibilities and improve their own retirement readiness.
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4-minute article
3 success secrets of top financial professionals
Learn strategies successful financial professionals use to attract prospects, retain existing clients and stand out from the competition.
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3-minute article
Do risk-control indices work? History says yes
To determine the effectiveness of risk control in fixed indexed annuities (FIA), a study looked at 122 years of data and found such controls generally led to higher returns than a U.S. bond index.
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4-minute article
Diversify fixed indexed annuities with custom indices
The custom indices in a fixed indexed annuity (FIA) seek smoother returns by managing the risk of significant market downturns.
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4-minute article
A mid-year review checklist helps connect with clients
Six life events that may change a client鈥檚 needs. Proactively addressing individual situations can help strengthen retirement strategies and client relationships.
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6-minute article
Tech options for working smarter
As AI tools get more popular, there are many ways financial professionals can use them to get more done. Start with these tech options for helping explore the space, save time and manage risk.
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4-minute article
Ready to jump into AI? First, manage risks
Make sure you know the potential pitfalls before jumping in.
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7-minute article
Let鈥檚 chat about AI
AI may enhance your business, but you want to make sure you use it in a smart way that makes sense for clients.
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8-minute article
AI: Say hello to the newest member of the team
It鈥檚 getting easier, faster and safer to use AI to handle all kinds of business tasks. Learn four ways you can make AI part of your team while keeping the client experience front and center.
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6-minute article
3 factors to include in any retirement income conversation
By 2030, all baby boomers in the U.S. will be 65 or older. Some financial plans may need to be adjusted. Remember these 3 factors as you help clients fine-tune their retirement income strategies.
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3-minute article
The role of annuities in estate planning
Fixed indexed annuities can help provide flexibility, minimize delays in receiving funds, reduce taxes and put spouses and heirs in a good financial position after losing a loved one.
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4-minute article
How to recruit and retain top talent for your practice
Understanding different types of workers can put you in a better position to recruit top talent and bring out the best in your staff.
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3-minute article
The hidden costs of cash
People hold on to cash for many reasons but not always for the right ones. You can help.
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4-minute article
10 ways to be a reliable resource to women
Women face unique challenges preparing for retirement. These 10 ideas can help boost their financial confidence and help you become the trusted resource they rely on.
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5-minute article
Tax tips for married couples
Whether your married clients have been together for decades or just tied the knot, it鈥檚 important for them to understand the tax laws and how they affect married people.
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3-minute article
5 steps to building your ideal annuity client base
Tactics for attracting more ideal prospects who trust your guidance and can help grow your business.
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4-minute article
7 client conversation tactics you鈥檒l want to know
Discover tips to help you build trust with clients and an annuity conversation guide for more meaningful discussions that can help build their retirement confidence.
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4-minute article
How to help put your clients at ease 鈥� and why it matters
Helping clients feel comfortable can be nearly as important as the financial guidance you provide. Discover 3 ways to help put your clients at ease.
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4-minute article
6 health care cost factors that can drain retirement savings
From a financial standpoint, the cost of health care is one of retirement鈥檚 biggest unknowns. Planning with these factors in mind may keep a client鈥檚 nest egg from being depleted later in life.
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4-minute article
How to engage your clients' next generations
Don鈥檛 miss out on the $72.6 trillion wealth transfer that鈥檚 under way. Here鈥檚 how to engage your client鈥檚 next generation.
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3-minute article
The rise of computerized trading
Your clients鈥� view of the stock market may be outdated. Here are ideas for talking with them about automation, algorithms and the new reality of the stock market.
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4-minute article
Top 5 index factors to consider
Five elements of index design to consider when choosing a fixed indexed annuity.
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3-minute article
Financial literacy for your clients in their 20s and 30s
These five topics can help your clients in their 20s and 30s boost their financial know-how.
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2-minute article
How automated strategies can help you grow your business
Choosing an automated strategy within a fixed indexed annuity can give you more time to focus on creating holistic financial strategies and expanding your business in new directions.
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3-minute infographic
Conversation clues that can lead to more annuity opportunities
By paying close attention to what your clients are saying, you may get clues on whether annuities may be a good fit for achieving their financial goals.
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3-minute article
How fixed indexed annuities are uniquely designed for today鈥檚 retirement challenges
Adding a FIA to a retirement income strategy can help clients cover both planned and unexpected expenses.
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3-minute article
5 common questions clients have about fixed indexed annuities
Answering these 5 questions can help lead to more informed decision making about adding annuities to a retirement plan.
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2-minute article
Overcoming objections to find opportunities
Find out how to approach objections in way that turns them into opportunities to alleviate client worries and present savings solutions.
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8-minute article
Finding your footing after the "Great Resignation"
In the wake of historical workplace changes, discover strategies to help your clients and your business navigate new territory.
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3-minute article
Delivering solid returns in tough economic times
Even in an extreme down market, risk control custom indices can add stability to a fixed indexed annuity, helping boost growth potential compared with benchmark indices like the S&P 500庐.
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4-minute article
Expert tips to help disrupt decision paralysis
Strategies financial professionals can use to help clients get past decision paralysis and make smart financial decisions for their financial security in retirement.
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2-minute article
Talking to your clients about a career change
How to better understand your clients鈥� intentions and initiate conversations about the potential impact leaving a job can have on their retirement readiness.
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2-minute article
What the 鈥淕reat Resignation鈥� means for your clients and your practice
A look at the primary factors driving workers to quit, including ways to provide guidance to clients and insight to help you accommodate the needs of your practice鈥檚 team members.
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4-minute article
Help your clients overcome behavioral biases about annuities
Some people make financial decisions that may not be in their best interest. Learn what 2 decision-making experts found and their solutions to help clients overcome 10 behavioral biases.
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3-minute article
What is a registered index鈥憀inked annuity and how does it work?
As a client gets closer to #Retirement, there鈥檚 less time to recoup lost ground from market swings. Find out how a RILA helps cushion the impact with growth opportunities and a level of protection.
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1-minute article
What鈥檚 in your clients鈥� financial forecast?
Clients face uncertainty when planning for retirement. A registered index-linked annuity is an all-weather option to help manage risks like inflation, longevity and volatility.
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2-minute article
Comparing RILAs and VAs
Find out more about RILAs and VAs and which situation each makes sense in.
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4-minute article
What does the Great Reshuffle mean for your business?
In a competitive job market, it may be harder to attract ideal candidates to join your practice. Discover tips to help recruit top talent, boost productivity and build business.
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5-minute article
Help ease client financial concerns with meaningful conversations
Economic uncertainty is causing plenty of financial jitters among your clients, and understandably so. How you can help win trust by easing stress and boosting financial confidence.
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41 min. podcast
Help clients unravel their great unretirement
Market conditions, longevity, more workplace options plus a search for purpose are driving a trend of unretirement.
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37 min. podcast
Certainty in the decade of discontent
Innovations in annuities and custom indices provide option to address retirement risks such as inflation, market volatility and longevity.
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3-minute article
Connecting with clients鈥� emotions in uncertain times
People's emotions could be running high. Now's the time to engage with clients to make sure they make smart steady financial decisions.
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44 min. podcast
Helping a graying America avoid a retirement crisis
Living longer, healthier lives comes with financial challenges. The silver lining is financial professionals can help their clients build a sound strategy for a more secure retirement.
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2-minute article
Visualizing volatility: Custom indices can help smooth market ups and downs
Adding a custom index to your client鈥檚 fixed indexed annuity can help smooth returns and ease anxiety. It can also diversify interest crediting strategies, helping performance during downturns.
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2-minute video
Index Insider: Laurence Black on the value of custom indices
Custom risk control indices can add diversity and value to a fixed indexed annuity (FIA), limiting volatility and smoothing returns, new research shows.
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3-minute article
Social Security basics: Clients' Frequently Asked Questions
Understand what questions clients ask most often about Social Security 鈥� and how you can help answer them.
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2-minute article
Start a helpful conversation about Social Security
Discover three case studies that can help you jumpstart important conversations about Social Security claiming decisions.
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3-minute article
Where annuities fit into modern financial strategies for a better retirement
As fewer retirees can rely solely on pensions and Social Security, clients may need new financial strategies. See how FIAs and RILAs can open the door to new retirement possibilities.
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2-minute article
What divorced clients need to know about Social Security options
For divorced clients to qualify for ex-spouse Social Security benefits, they need to meet certain requirements. Learn more about their options and how to lead an informative discussion.
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2-minute article
Social Security: benefits and options available to married clients
Help your married clients make the most of their Social Security payments by coordinating their benefits with their spouse. Here鈥檚 a closer look at spousal benefits and how they work.
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5-minute article
A steady retirement paycheck to withstand any market conditions
Take a look at the many benefits an FIA can provide your clients as they prepare for a potentially lengthy retirement.
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2-minute article
Keep your goals on track with a year-end checklist
When the current year starts winding down, it's time to get started on a year-end checklist that can take your business to the next level.
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3-minute article
Recalibrating risk tolerance
Talk with your clients to see if volatile markets have changes their appetite for risk.
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2-minute article
How to help your clients "catch-up"
Strategies to help client boost savings in their final years.
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2-minute article
Helping your community and your business
How giving back can also be good for your bottom line.
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2-minute article
Help clients meet their changing retirement needs
It's never too early to start a plan 鈥� even if that plan changes. Discover three common situations that can alter the course of retirement and help clients prepare for them.
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3-minute article
Are your clients鈥� finances ready for a longer life?
How to explain to clients that annuities can help make their money last.
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3-minute article
Travel plays an important role in retirement planning
Knowing that clients are going to spend more on travel than they expect, you can help them have a more realistic idea of how much money they will need to make those bucket list trips a reality.
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5-minute podcast
The case for annuities in an age of rising life expectancy
Discover the potential impact of life expectancy trends on retirement and how fixed indexed annuities can help.
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3-minute article
Financial literacy for your clients in their 60s and 70s
How to establish 5 key foundations for their financial lives.
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2-minute article
Managing volatility for more predictable performance
Market volatility is in the headlines. See how an FIA's volatility control mechanisms strive for more stable performance during market ups and downs.
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3-minute article
Helping women secure their own financial futures
Help women build their financial confidence and literacy by understanding their unique challenges.
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3-minute article
Gray divorce: strategies to help over age 50 clients navigate the transition
More Americans over the age of 50 are getting divorced 鈥� which will not only affect their personal lives but also likely disrupt their retirement goals.
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5-minute article
The annuity puzzle: reframing concerns into opportunities
What's blocking people from purchasing an annuity? Use these valuable insights to bust through annuity buying roadblocks and get clients back into the annuity conversation.
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2-minute article
Why waiting to take Social Security benefits can pay off for clients
Most Americans depend on Social Security benefits for at least part of their retirement income. Here are some reasons why waiting until full retirement age, or beyond, may pay off for clients.
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3-minute article
4 key factors driving retirement happiness
Discussing these "happiness factors" can help clients get the big picture of retirement.
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3-minute article
Men, women and retirement planning: the difference makes all the difference
It is well known that men and women often take different paths to the same goal. Here are some tips to understand how women approach their retirement and finances differently than men.
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3-minute article
What are fixed indexed annuities?
Learn about the who, what and how of the fixed indexed annuity.
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3-minute article
Indexed annuities: FAQ
Answers to commonly asked questions about fixed indexed annuities.
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2-minute article
Indexed annuities: key terms
The language of the fixed indexed annuity, from A to Z.
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3-minute article
The importance of education about fixed indexed annuities
Key FIA topics you need to understand to better explain these products to your clients
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3-minute video
MAD 5 index video
MAD 5 is a popular index focused on global market performance exclusive to 51直播 FIAs. Check out this video for more information!
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3-minute article
Now is the time to recruit younger financial professionals
Is the average age of financial professionals at your firm close to 50? If so, the future of your business might depend on recruiting new talent. Here's where to start.
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2-minute article
Three InsurTech trends to watch
What artificial intelligence and InsurTech mean for the future of your practice.
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4-minute article
Meeting clients鈥� needs for security and growth
How to help clients address the multiple risks they face in retirement.
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