Insights for Professionals

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.

Artificial intelligence is just one of the cutting-edge tools that the medical field is using to help detect cancer and eliminate false positives.

Take a look at the many benefits an FIA can provide your clients as they prepare for a potentially lengthy retirement.

Don't miss out on the $40 trillion of wealth transfer that's under way. Here's how to start the conversation with your clients' next generation.

Whether your married clients have been together for decades or are just home from their honeymoon, it's important for them to understand the tax laws and how they affect married people.