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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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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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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
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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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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5-minute article
Generation X: understanding a new generation of clients
Find out why it's important to know who Gen X is and what drives their retirement concerns. It can help you secure your part of this underserved market segment.