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Converting a traditional IRA annuity to a Roth IRA isn't simply a matter of changing a designation on paperwork.

Millennial and Gen Z women are investing earlier and with more confidence than past generations. There are ways financial professionals can serve them well.

As a client gets closer to #Retirement, there鈥檚 less time to recoup lost ground from market swings. Find out how a RILA helps cushion the impact with growth opportunities and a level of protection.

The custom indices in a fixed indexed annuity (FIA) are designed to seek smoother returns by managing the risk of significant market downturns.

Try these marketing best practices to help connect with Gen X, build relationships and show them how you can help them retire with confidence.

Financial professionals play a key role in helping Gen X and millennial generations navigate retirement. Take a proactive approach to helping guide clients on their journey.

Women tend to invest with a long-term mindset often backed by their own research. Discover how annuities can complement that approach by helping support guaranteed retirement income and long-term goal

Discover 6 strategic prompts to help clients age 40-59 understand how annuities can support their savings, protection and income goals at important mid-life milestones.

One way to help address the need for steady, predictable retirement income is with a bond ladder composed of zero-coupon Treasuries. Discover the rewards and risks of this capital-efficient strategy.

Complexity can slow annuity decisions. Learn how clearer explanations and better follow-through can help improve client confidence.

Interest in annuities is high among Gen X and millennials, but ownership is low. See how reframing the conversation may help improve engagement.

Younger generations are more interested in annuities than expected. Learn how to adapt messaging and simplify conversations.

Longevity risk can impact retirement security. Learn how financial professionals can reframe annuity conversations around strategies for guaranteed lifetime income.

Help clients make retirement spending more concrete by translating savings into income, addressing healthcare costs and reducing uncertainty.

Behavioral research shows overconfidence can distort retirement decisions. Learn how to position annuities as protection, not just investment alternatives.

Understand the important differences between these financial solutions and how they can work together in a retirement strategy to help address different challenges.

Support clients balancing care and finances with 8 smart strategies. Help them manage caregiving costs while supporting their long-term goals 鈥� and position your practice for growth.

Rising costs, like health care, can be some of the biggest unknowns facing retirees. Discover how fixed indexed annuities can help them manage retirement expenses.

Talk with your clients to see if volatile markets have changed their appetite for risk.

Gen Xers and millennials can use financial professionals鈥� assistance as they plan for retirement and other long-term goals.

Find out how registered index-linked annuities and variable annuities compare and what鈥檚 required to sell them.

Are fixed indexed annuities the tax-advantaged vehicle you鈥檙e overlooking? As you consider ideas to help clients manage their taxes, our latest tax tables and reference guide can help you start.

Uncover why RILAs provide a timely and innovative solution to the evolving needs of today鈥檚 investor.

Explore Roth IRA conversions, including backdoor strategies, the pro-rata rule, and 5-year withdrawal rules to optimize tax planning and retirement savings

Roth IRA conversions can offer control, flexibility, and long-term tax benefits for the right clients, and can offer advantages other retirement vehicles cannot.

Historical numbers of Americans are retiring. Learn ways to help clients plan through market change and longer lifespans for more confidence in retirement.

Interest in solutions offering protection from market downturns, tax advantages and retirement income is growing. Discover how aware people are of annuities and 3 tips to help you meet rising demand.

Empower your clients to build their financial literacy to help boost retirement readiness and equip them with valuable financial skills to use for a lifetime.

Clients who feel confident in their plans may overlook important risks. Learn ways to help spot overconfidence and turn it into a strategic opportunity.

Discover how to show clients who live for today why saving now can pay off in their retirement years 鈥� plus solutions to help overcome other behavioral biases they may have.

It's fine for clients to hope for the best, but show them why they should also plan for the worst.

Here are four opportunities to talk to your clients about financial literacy and give them helpful tools for achieving their goals.

A rising number of people are finding themselves managing parents, children and themselves. Discover the impact this has on your sandwich generation clients, and how you can help serve and support the

Learn 4 strategies to use annuities for income. Support clients鈥� retirement planning with options for guaranteed income and greater peace of mind.

Find out why it鈥檚 important to know who Gen X is, what drives their retirement concerns and how It can help you serve your part of this underserved market segment.

RILAs are gaining traction among Gen Xers, providing a balance of risk management and growth potential to help them build a resilient retirement income plan.

The number of cyberattacks in the U.S. has nearly quadrupled in the last decade, and small businesses aren鈥檛 immune. Discover 10 tips and other resources to help protect your practice and clients.

Access tools to help your clients learn about fixed indexed annuities (FIAs) and ways they can help protect retirement savings.

Women in the Sandwich Generation face unique retirement planning challenges. Understand their silent struggle and explore 5 ways to help them achieve financial security in retirement.

For clients sandwiched between financially supporting adult children and relatives, your guidance can help them navigate this life stage more successfully.

Financial professionals can help ease retirement anxiety for Gen X and millennial clients. Find ways to address priorities, offer tailored tools, and foster trust through clear, actionable strategies.

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.

Building client ties between generations is a win-win: financial professionals foster lasting partnerships, while Gen Xers and millennials gain tailored financial support.

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.

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.

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.

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.

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.

Useful tips to help clients understand market fluctuations. Explain how a sound financial plan can help minimize the long-term effects of a down market and provide financial security in retirement.

Bust 5 common myths about annuities to help your clients feel more confident making important financial decisions.

Strategies to help clients build budgets that align with their financial goals and drive growth for your business.

With so many registered index-linked annuity (RILA) products entering the marketplace, how do you choose? To help narrow the field, answer these 7 questions.

Look under the hood of indexed annuities to uncover what makes them unique 鈥� and increasingly appealing.

Tips for helping create an environment where female financial professionals feel welcome and can thrive.

New research highlights the strategies that female financial professionals say they use to keep clients happy.

Your social media profile is an important tool when building your practice. It can help establish your personal brand and build lasting relationships with clients and prospects.

Learn about the challenges facing women when it comes to retirement planning and why they value working with a financial professional.

As baby boomers enter retirement, financial professionals are experiencing changes in clients鈥� expectations. Financial professionals who can meet those expectations could benefit in the long run.

Learn five ways to drive engagement and attract more of the right clients and prospects to your business.

Tactics for finding, vetting and interacting with new clients via the networking site.

Gain 5 best practices for optimizing your website and creating a user-friendly experience that helps promote your practice.

Providing working mothers with the tools and support they need to grow personally and professionally.

Adding search engine optimization tactics to your marketing strategy could help your business website rank higher in search results. This checklist can help you start.

Learn how the rules governing inherited IRAs changed after the SECURE Act, how the 10-year rule works and potential impacts to some clients and their loved ones.

Discover 5 of the most common Social Security issues that could impact your female clients and how you can help them maximize their benefits.

Fixed indexed annuities can offer clients a flexible solution for their unique financial planning needs and can help bring more security to their retirement.

An overview of retirement planning strategies to help clients boost financial confidence and head off anxiety during an uncertain economic climate.

Managing market volatility, accounting for inflation and reviewing future income sources can help ease anxiety in retirement.

This podcast series explores ways you can help your 鈥渟andwiched鈥� clients manage multi-generational responsibilities and improve their own retirement readiness.

Learn strategies successful financial professionals use to attract prospects, retain existing clients and stand out from the competition.

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.

Six life events that may change a client鈥檚 needs. Proactively addressing individual situations can help strengthen retirement strategies and client relationships.

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.

Make sure you know the potential pitfalls before jumping in.

AI may enhance your business, but you want to make sure you use it in a smart way that makes sense for clients.

It鈥檚 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.

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.

Fixed indexed annuities can help provide flexibility, minimize delays in receiving funds, reduce taxes and put spouses and heirs in a good financial position after losing a loved one.

Understanding different types of workers can put you in a better position to recruit top talent and bring out the best in your staff.

People hold on to cash for many reasons but not always for the right ones. You can help.

Women face unique challenges preparing for retirement. These 10 ideas can help boost their financial confidence and help you become the trusted resource they rely on.

Whether your married clients have been together for decades or just tied the knot, it鈥檚 important for them to understand the tax laws and how they affect married people.

Tactics for attracting more ideal prospects who trust your guidance and can help grow your business.

Discover tips to help you build trust with clients and an annuity conversation guide for more meaningful discussions that can help build their retirement confidence.

Helping clients feel comfortable can be nearly as important as the financial guidance you provide. Discover 3 ways to help put your clients at ease.

From a financial standpoint, the cost of health care is one of retirement鈥檚 biggest unknowns. Planning with these factors in mind may keep a client鈥檚 nest egg from being depleted later in life.

Don鈥檛 miss out on the $72.6 trillion wealth transfer that鈥檚 under way. Here鈥檚 how to engage your client鈥檚 next generation.

Your clients鈥� view of the stock market may be outdated. Here are ideas for talking with them about automation, algorithms and the new reality of the stock market.

Five elements of index design to consider when choosing a fixed indexed annuity.

These five topics can help your clients in their 20s and 30s boost their financial know-how.

Choosing an automated strategy within a fixed indexed annuity can give you more time to focus on creating holistic financial strategies and expanding your business in new directions.

By paying close attention to what your clients are saying, you may get clues on whether annuities may be a good fit for achieving their financial goals.

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

Answering these 5 questions can help lead to more informed decision making about adding annuities to a retirement plan.

Find out how to approach objections in way that turns them into opportunities to alleviate client worries and present savings solutions.

In the wake of historical workplace changes, discover strategies to help your clients and your business navigate new territory.

Even in an extreme down market, risk control custom indices can add stability to a fixed indexed annuity, helping boost growth potential compared with benchmark indices like the S&P 500庐.

Strategies financial professionals can use to help clients get past decision paralysis and make smart financial decisions for their financial security in retirement.

How to better understand your clients鈥� intentions and initiate conversations about the potential impact leaving a job can have on their retirement readiness.

A look at the primary factors driving workers to quit, including ways to provide guidance to clients and insight to help you accommodate the needs of your practice鈥檚 team members.

Some people make financial decisions that may not be in their best interest. Learn what 2 decision-making experts found and their solutions to help clients overcome 10 behavioral biases.

Clients face uncertainty when planning for retirement. A registered index-linked annuity is an all-weather option to help manage risks like inflation, longevity and volatility.

In a competitive job market, it may be harder to attract ideal candidates to join your practice. Discover tips to help recruit top talent, boost productivity and build business.

Economic uncertainty is causing plenty of financial jitters among your clients, and understandably so. How you can help win trust by easing stress and boosting financial confidence.

Market conditions, longevity, more workplace options plus a search for purpose are driving a trend of unretirement.

Innovations in annuities and custom indices provide option to address retirement risks such as inflation, market volatility and longevity.

People's emotions could be running high. Now's the time to engage with clients to make sure they make smart steady financial decisions.

Living longer, healthier lives comes with financial challenges. The silver lining is financial professionals can help their clients build a sound strategy for a more secure retirement.

Adding a custom index to your client鈥檚 fixed indexed annuity can help smooth returns and ease anxiety. It can also diversify interest crediting strategies, helping performance during downturns.

Custom risk control indices can add diversity and value to a fixed indexed annuity (FIA), limiting volatility and smoothing returns, new research shows.

Understand what questions clients ask most often about Social Security 鈥� and how you can help answer them.

Discover three case studies that can help you jumpstart important conversations about Social Security claiming decisions.

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

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鈥檚 a closer look at spousal benefits and how they work.

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

When the current year starts winding down, it's time to get started on a year-end checklist that can take your business to the next level.

Strategies to help client boost savings in their final years.

How giving back can also be good for your bottom line.

It's never too early to start a plan 鈥� even if that plan changes. Discover three common situations that can alter the course of retirement and help clients prepare for them.

How to explain to clients that annuities can help make their money last.

Knowing that clients are going to spend more on travel than they expect, you can help them have a more realistic idea of how much money they will need to make those bucket list trips a reality.

Discover the potential impact of life expectancy trends on retirement and how fixed indexed annuities can help.

How to establish 5 key foundations for their financial lives.

Market volatility is in the headlines. See how an FIA's volatility control mechanisms strive for more stable performance during market ups and downs.

Help women build their financial confidence and literacy by understanding their unique challenges.

More Americans over the age of 50 are getting divorced 鈥� which will not only affect their personal lives but also likely disrupt their retirement goals.

What's blocking people from purchasing an annuity? Use these valuable insights to bust through annuity buying roadblocks and get clients back into the annuity conversation.

Most Americans depend on Social Security benefits for at least part of their retirement income. Here are some reasons why waiting until full retirement age, or beyond, may pay off for clients.

Discussing these "happiness factors" can help clients get the big picture of retirement.

It is well known that men and women often take different paths to the same goal. Here are some tips to understand how women approach their retirement and finances differently than men.

Learn about the who, what and how of the fixed indexed annuity.

Answers to commonly asked questions about fixed indexed annuities.

The language of the fixed indexed annuity, from A to Z.

Key FIA topics you need to understand to better explain these products to your clients

Is the average age of financial professionals at your firm close to 50? If so, the future of your business might depend on recruiting new talent. Here's where to start.

What artificial intelligence and InsurTech mean for the future of your practice.

How to help clients address the multiple risks they face in retirement.