Fixed index annuities (FIA) can be a valuable planning vehicle for retirement savings1.
They offer protection from market downturns and guarantees that clients expect along with growth...
Whether your clients are ready for retirement income or not, IRS rules require that they start drawing down their savings from certain types of accounts at a certain age — currently the...
Do you know consumers who are trusting their retirement savings to their former employer?
“Rollover” is one of those terms that gets used enough in the retirement world that most people of...
Do you know consumers who are trusting their retirement savings to their former employer?
“Rollover” is one of those terms that gets used enough in the retirement world that most people of...
Required minimum distributions create a recurring opportunity for client contact courtesy of the tax code, and with enough notice, you could discuss an accumulation- or legacy-focused...
When you’re creating a financial plan, there is no one “best” product. But there are products that can be a better fit in order to help meet your goals for retirement, whether you’re...
The importance of a good relationship between a client and their financial professional can’t be understated. It requires trust, understanding, expertise, and working toward a mutual goal....
Family values are glue that can hold family together. Pair this flyer with the Legacy Portrait family meeting guide to help your clients document their family meetings, and keep track of...
Family values are glue that can hold family together. The flyer below can be paired with the Legacy Portrait family meeting guide to help your clients record where their important files are...
Family values are glue that can hold family together. Pair this flyer with the Legacy Portrait family meeting guide to help your clients’ document what they stand for as a family. Capture...
Despite the hurdles many consumers are facing, confidence in retirement can be attainable.
Right now, many people may be aware that they’re somewhat unprepared for retirement, and...
We need to talk.
All consumers do. Right now, many people are aware that they are unprepared for retirement, and concerned about how they will fund it. In fact, just 16% give themselves an...
Do you know consumers who are trusting their retirement savings to their former employer?
“Rollover” is one of those terms that gets used enough in the retirement world that most people of...
When consumers are creating a financial plan, there is no one “best” product. But there are products that can be a better fit in order to help meet their retirement goals.
Fixed index...
Annuities are often misunderstood. Many people may find it difficult to understand and navigate these insurance products due to misinformation, rumors, and myths. As a result, many...
“We need to talk.”
The statement you prefer not to hear from your spouse, kids or parents. The simple truth, however, is that we need to be talking more. This is especially true when it...
Family values are glue that can hold family together. It’s time for your clients to share, document and celebrate those values so that when the time comes, their family can continue living...
