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Helping clients plan for retirement can lead to hard conversations. How do you mention the effects that long-term care, health expenses, and inflation could have on their retirement goals while still conveying empathy? This infographic walks you through all the steps of becoming a trusted financial expert for your clients, from starting the conversation, to outlining strategies that address their biggest retirement risks.

Can children receive Social Security benefits? What does a widow face when it comes to spousal benefits? In this 10-page guide, Social Security expert Hamilton Morales delves into the intricacies of Social Security benefits by addressing common questions and scenarios head-on. With real-life case studies and valuable strategies, this guide equips you with the answers you need to help clients make informed decisions.

When processing new policies, agents can face numerous complications that delay the approval process. Read this case study to discover how one agent navigated several significant obstacles to get a $220,000+ annuity policy processed in under 30 days, all with the help of a dedicated case management team.

Annuities have been a staple to a sturdy retirement for years, but that doesn’t stop misinformation from being spread about them. Here are seven of the most common annuity myths that your clients might believe, and the true facts behind them.

The Comprehensive Analysis and Review (CAR) program allows financial professionals to conduct a thorough insurance policy review for clients and prospects without having to add more to their workload. Not only does it uncover opportunities for modifications or different coverage, it allows you to approach clients with tangible solutions rather than just selling a product. Check out this infographic to discover how to start the process.

Attracting high-net-worth clients is one thing, but retaining them is another challenge entirely. When it comes to high-net-worth cases, there’s stiff competition, so you have to be on the top of your game to be able to offer these clients the level of guidance they expect. Check out this infographic for strategies and tips you can use to both attract and retain these valuable clients.

Annuities are among the most under-utilized assets for clients looking to fund LTC, especially when you consider how many different directions you can go to find the best solution. We created a handy infographic that’ll help you sift through options to find the best policy for your clients when reviewing funding opportunities.