Insights for Professionals

Financial professionals should make the time to reassess their tax situation, especially in light of ever-evolving tax laws.

As fewer retirees can rely solely on pensions and Social Security, clients need new financial strategies. See how FIAs and RILAs can open the door to new retirement possibilities.

Help give Gen X clients options to manage market risk, enjoy growth potential and benefit from tax deferral.

With so many registered index-linked annuity (RILA) products entering the marketplace, how do you choose? To help narrow the field, answer these 5 questions.

Explore the many factors that can impact a client’s estimated Social Security amount and how to guide them through important retirement decisions.

Help give clients a realistic idea of what to expect from Social Security as a source of retirement income.

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.

Help your married clients make the most of their Social Security payments by coordinating their benefits with their spouse. Here’s a closer look at spousal benefits and how they work.

Adding an FIA to a retirement income strategy can help clients cover both planned and unexpected costs.