Whether annuities are your primary product or a complementary portfolio solution, Multi-Year Guaranteed Annuities (MYGAs) are emerging as a valuable piece to consider in a retirement strategy. If you’re looking for creative ways to maximize MYGAs, consider a laddering structure.
Tips for market volatility impacting clients at or near retirement Due to the unpredictability of the stock and bond markets, it’s quite possible that a traditional asset allocation strategy may not protect clients from declining asset values and could potentially
More women than men associate negative emotions with financial planning and say they are less confident about managing money according to one study. Shift this trend by taking steps to better engage female clients and build a relationship based on trust
Social Security is a foundational piece of retirement income planning for most Americans. It’s often one of the only guaranteed income sources they will have in retirement. Making the right decisions when it comes to filing for benefits can have