Practice Building and Client Engagement

As trillions of dollars transfer from baby boomers to the next generations, many advisors fear beneficiaries will take their money elsewhere.

Welcome to your practice management pit stop—loaded with value add tools to help you connect with your clients, educate them on the long race toward retirement, and gear up your practice for success.

Welcome to your practice management pit stop—loaded with value add tools to help you connect with your clients, educate them on the long race toward retirement, and gear up your practice for success.

Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.

The money in your clients’ company retirement plans may represent one of their largest single assets. When it comes time to retire or leave their employer, what are their options?

Stretching an Inherited IRA can help your client's beneficiaries avoid a large tax burden and allow the account to continue growing tax-deferred. Are you discussing this valuable strategy with your clients?

Do you have clients who inherited an IRA and need to know their options? Use our resources to guide discussions and help your clients navigate their options to maximize benefits.

When helping your clients plan for retirement, they often face a choice: traditional pre-tax accounts or after-tax Roth accounts. Deciding which is better depends on your client's financial goals and tax strategy.

Discussing Required Minimum Distributions (RMDs) with your clients can help them make informed decisions about retirement income and taxes.

We understand the significance of client conversations about IRAs for you and your practice, and we've created value-add tools to support you in guiding those discussions.

With more women than ever responsible for their financial well-being —and the financial well-being of their families — they must know how to save, invest, and plan for their future.

Are your clients overwhelmed by the thought of going through the process of estate planning? Use these tools to guide them in such areas as wills and probate taxes, lifetime gifting, trusts, health care directives, and more.

Your clients will make several financial decisions that affect how far their retirement savings stretch. One key factor is how they’ll pay for health care, even with Medicare.

Our value-add tools, including a seminar and sales ideas, help you educate your clients on how annuities can fit into their overall retirement plan.

We have developed a set of value-add materials aimed at helping your clients understand their investment choices – no matter which life stage they are in.

Women face multiple retirement challenges that differ from those of men because they typically live longer, have less time to save, and continue to face a wage gap.

This Social Security overview outlines key considerations that can help your clients figure out timing for taking benefits based on their circumstances.

Clients will want to ensure their loved ones have the ongoing financial support to live as independently as possible.

Clients with aging parents may need adjustable and adaptive plans to help navigate their parent's financial affairs.

If your clients want strategies to reduce taxes and save more for retirement, consider how annuities can potentially offer safety and growth potential.