Thought leadership

Help clients improve retirement readiness with financial lessons from our 65-year-olds in our latest survey.

Register for an upcoming continuing education webinar.

Annuities can be a tool a trustee uses to manage multiple risks through their multiple product features.

Learn how using asset location strategies can help improve investor's annualized investment return.

Wade Pfau and Michael Finke, professors from The American College of Financial Services, explore why retirees gain confidence with increasing levels of guaranteed income.

In his white paper, Wade Pfau, Ph.D., identifies that 2 out of 3 clients seek a strategy that includes income protection. Learn common factors to develop income plans that better meet client needs.

This client-facing article identifies some Medicare misconceptions and recommends using the Health Care Cost Assessment to get a personalized report of estimated future medical expenses.

Help your clients make sense of Medicare's many complexities. Learn more by reading "Medicare Explained: Answers to Client Questions."

For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.

This white paper details the key features of health savings accounts (HSAs) and why you should consider adding them to your arsenal of tax-efficient retirement planning strategies.