Financial Professionals
Guiding Your Clients With Their Retirement Accounts
The money in your clients’ company retirement plans may represent one of their largest single assets. When it comes time to retire or leave their employer, what are their options?
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Calming Your Client's Election Jitters
Here’s why your clients shouldn’t be overly concerned about the impact of election 2024 on their retirement savings.
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Is the Window of Opportunity for High Fixed Annuity Rates Closing?
Locking in a higher rate for a longer period amid projected lower interest rates by the Federal Reserve may be a prudent financial strategy.
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Life Stage Investing for Your Clients
We have developed a set of value-add materials aimed at helping your clients understand their investment choices – no matter which life stage they are in.
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Cetera Connect2Peers 2024
Learn tips, best practices, and proven techniques to maximize client relationships and build your business.
Join Sandro Forte at Connect2Peers |
State-Mandated Retirement Plans
Did you know many states have passed legislation requiring small businesses to provide retirement programs for their employees?
In the states where this legislation has passed, employees can access a state-run retirement program or the employer must offer an alternative retirement plan.
Introducing Annuities to Your Clients
Our value-add tools, including a seminar and sales ideas, help you educate your clients on how annuities can fit into their overall retirement plan.
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Retirement Challenges for Your Female Clients
Women face multiple retirement challenges that differ from those of men because they typically live longer, have less time to save, and continue to face a wage gap.
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RIA Industry Insights Study
The RIA Industry Insights Study is a research initiative aimed at exploring the complexities and dynamics of the Registered Investment Advisor (RIA) sector.
What the Federal Reserve's Steady Rates Mean For Annuity Investors
By keeping interest rates unchanged, the Federal Reserve has effectively preserved the current rate environment, extending the window of opportunity to lock in higher annuity rates.