Planning & guidance
With confidence in Social Security declining, financial professionals can help clients diversify retirement income with guaranteed solutions like annuities to enhance future security.
Many investors wait until tax season, risking long-term security. Learn how proactive, year-round tax planning may help improve tax efficiency and potentially support income planning.
Early tax discussions help clients use new strategies. Explore deductions like SALT and Temporary Senior to support your clients' goals this year.
Explore changes to federal income taxes in 2025. Learn how to answer client questions on deducting qualified tips and overtime pay this tax season.
Learn how Generation X’s unique retirement needs can help grow your annuity business.
Financial professionals who want to thrive through this shift must do more than manage money. They must become trusted partners in guiding generational legacies.
The recently passed Budget Reconciliation & Tax Bill contains a lot of changes, many of which are directed at individual taxpayers and households.
Helping clients review their wills frequently and after major life updates is not only beneficial to their legacy planning but can also help position you as a trusted advisor. beneficial to their legacy planning.
Today’s financial professionals can consider offering a securities-backed line of credit to help clients who need fast access to cash.
Learn how the repeal of the Windfall Elimination Provision and Government Pension Offset may affect your clients.
Long-term care policies offer tax advantages your clients may not know about; help them understand how they can benefit from purchasing a policy by addressing these common questions.
A guide to helping your clients before, during, and after a divorce.
Sudden wealth syndrome is a type of distress impacting individuals who suddenly come into large sums of money. Help clients avoid SWS with these tips.
Although it’s uncertain what will happen to the TCJA, you can help your clients prepare for tax changes and keep them flexible in their strategy.
Help your Gen Z clients improve their financial literacy and learn how their generation differs from older generations with Advisor Authority survey insights.
Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs.
Long-Term Care insurance (LTCi) planning can be a lot like buying a car; there are many factors for your clients to consider regarding price, value and options.
Explore how you can leverage life insurance to enhance diversity in client portfolios, helping to facilitate stability, growth, and comprehensive wealth planning solutions.
Find out what upcoming regulatory changes may impact the COLI and BOLI industry and how they could affect your business-owner clients.
Discover how SBLOC can be used as a wealth management solution and address future cash needs.
Discover how securities-backed lending can enhance wealth management by providing a proactive credit line for client portfolios, ensuring cash availability and improving debt management
Your clients could still be in the dark about how securities-backed lending works. These top 5 myths can help you address common misconceptions.
Learn how variable annuities with income protections could better serve your clients for retirement than an investments-only approach without protections.
At the beginning of 2026, a valuable tax exemption is slated to go away— now is the time to help your clients prepare.
Talking to clients about what happens to their assets after they die may be a difficult conversation, but you can help make them feel more comfortable.
While members of Congress have been proposing some form of flat tax for over 20 years, the Fair Tax Act was introduced again early in 2023.