91TVӰԺ

Topics
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4-minute article
3 success secrets of top financial professionals
Learn strategies successful financial professionals use to attract prospects, retain existing clients and stand out from the competition.
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3-minute article
Do risk-control indices work? History says yes
To determine the effectiveness of risk control in fixed indexed annuities (FIA), a study looked at 122 years of data and found such controls generally led to higher returns than a U.S. bond index.
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4-minute article
Diversify fixed indexed annuities with custom indices
The custom indices in a fixed indexed annuity (FIA) seek smoother returns by managing the risk of significant market downturns.
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4-minute article
A mid-year review checklist helps connect with clients
Six life events that may change a client’s needs. Proactively addressing individual situations can help strengthen retirement strategies and client relationships.
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6-minute article
Tech options for working smarter
As AI tools get more popular, there are many ways financial professionals can use them to get more done. Start with these tech options for helping explore the space, save time and manage risk.
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4-minute article
Ready to jump into AI? First, manage risks
Make sure you know the potential pitfalls before jumping in.
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7-minute article
Let’s chat about AI
AI may enhance your business, but you want to make sure you use it in a smart way that makes sense for clients.
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8-minute article
AI: Say hello to the newest member of the team
It’s getting easier, faster and safer to use AI to handle all kinds of business tasks. Learn four ways you can make AI part of your team while keeping the client experience front and center.
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6-minute article
3 factors to include in any retirement income conversation
By 2030, all baby boomers in the U.S. will be 65 or older. Some financial plans may need to be adjusted. Remember these 3 factors as you help clients fine-tune their retirement income strategies.