Key Takeaways When clients push back on annuity fees, liquidity, or surrender charges, those objections often signal a planning conversation that hasn't happened yet Fee objections usually mean the value of the annuity's role in the retirement income plan hasn't been made clear yet. Once it is, the cost question ...
Key Takeaways: Annuities are not all the same. Fixed indexed annuities are a meaningfully different product from the variable annuities that shaped the category's reputation, and understanding that distinction is the starting point for any informed conversation Sequence of returns risk and longevity risk are two retirement planning challenges a ...
Key Takeaways Nearly one in three female advisors considered leaving the profession in the past year; firms tend to diagnose the problem as cultural when the root cause is often structural. The factors that tend to keep high-performing women in a firm, including defined career paths, role clarity, mentorship, and ...
Key Takeaways: High-net-worth women with a range of $1 million to $5 million in liquid assets often have more complexities to consider in wealth management and retirement planning Women typically live longer than men, making longevity planning one of the most important financial considerations for women Social Security timing decisions ...
Smart tax planning is one of the most powerful tools advisors can use to deliver long-term value. That's especially true when working with women clients. Understand how new legislation and wealth transfer trends affect your clients to build strategies that maximize outcomes across generations. Understand the Great Wealth Transfer and ...
What really determines happiness for your clients in retirement? While portfolio performance often dominates planning conversations, the foundation of retirement security lies in guaranteed income that clients can never outlive—regardless of market conditions or economic uncertainty. Modern annuities can offer that security and help address specific demographic challenges that advisors ...
Life insurance planning for women represents one of the largest untapped opportunities for financial advisors today, yet many struggle to effectively serve this growing market. The opportunity is clear: women hold only 46% of life insurance policies compared to 57% held by men, despite the fact that women typically ...
Women are about to control more wealth than ever before. The Great Wealth Transfer over the next couple of decades is estimated to put $30 trillion in North American assets in women's hands. However, with 80% of women outliving their spouses who have historically handled their finances, they also need ...
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