糖心logo

Topics
53063_0425_920x400.jpg
5-minute article
How fixed indexed annuities protect clients against downside risk
When clients want more stability than what investing in the markets can provide, find out how a FIA could help set them up for a more financially secure retirement.
52766_Connecting with the next generation of clients_0325_920x400.jpg
4-minute article
Connecting with your client's children
Building client ties between generations is a win-win: financial professionals foster lasting partnerships, while Gen Xers and millennials gain tailored financial support.
52979_Counting-on-Social-Security_0425_920x400.jpg
3-minute article
When clients count on Social Security
The Social Security Fairness Act makes retirement benefits available for more workers. Help your clients know the role Social Security can play in their retirement income plans.
52789_GenX_AreYouReadyfortheNextWaveofClients_Insights_022625_920x400.jpg
5-minute article
Are you ready for the next generation of clients?
Explore 鈥淐onnecting with Gen X and millennial clients鈥� for insights into their retirement views and tips to build lasting relationships that will help sustain your practice for years.
52767_GenX_A new retirement is taking shape_0325_920x400.jpg
4-minute article
A new retirement is taking shape
Financial professionals play a key role in helping Gen X and millennial generations navigate retirement. Take a proactive approach to helping guide clients toward the new retirement.
52768_Insights_GenX_ClosingTheSavingsGap_0325_920x400.jpg
5-minute article
Help Gen X and millennial clients bridge the savings gap
Younger generations face a significant "savings gap," making it challenging to prepare for retirement. Financial professionals can play an active role in closing this gap.
52762_InteractiveWebStory_920x400.jpg
7-minute article
Gen Xers and millennials are ready for retirement planning
Gen Xers and millennials can use financial professionals鈥� assistance as they plan for retirement and other long-term goals.
Feature_Understand the factors that influence SS benefit amounts_0124_920x400.jpg
4-minute article
Understand the factors that influence Social Security benefit amounts
Explore the many factors that can impact a client鈥檚 estimated Social Security amount and ways to help guide them through important retirement decisions.
Feature_Commonly overlooked tax savings for financial professionals_0124_920x400_update.jpg
4-minute article
Are you missing these 5 small business tax deductions?
Have you double-checked small business tax deductions lately? These tips for financial professionals can help make sure you maximize the tax savings you may be eligible for.