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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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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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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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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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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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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
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
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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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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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
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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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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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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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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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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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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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
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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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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2-minute article
Helping your community and your business
How giving back can also be good for your bottom line.
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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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