Help your clients retire with confidence

Learn how our products can help protect your clients’ savings while creating lifetime income for a secure retirement.

Independent Insurance Agents 

Registered Broker-Dealers 

Bank Advisors 

Insights

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2-minute article
Understand the factors that influence Social Security benefit amounts
Explore the many factors that can impact a client’s estimated Social Security amount and how to guide them through important retirement decisions.
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3-minute article
When clients count on Social Security
Help give clients a realistic idea of what to expect from Social Security as a source of retirement income.
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2-minute article
What divorced clients need to know about Social Security options
For divorced clients to qualify for ex-spouse Social Security benefits, they need to meet certain requirements. Learn more about their options and how to lead an informative discussion.

Sales Toolkits

Check out our Sales Toolkits for timely insight, in-depth product information and client-approved materials.

See our toolkits