Financial Professionals

As trillions of dollars transfer from baby boomers to the next generations, many advisors fear beneficiaries will take their money elsewhere. Click through for tools to help you succeed during the Great Wealth Transfer.

Whether you are leaving your financial legacy to your heirs, or receiving an inheritance, the Great Wealth Transfer will impact millions of Americans one way or another.

This Social Security overview outlines key considerations that can help your clients figure out timing for taking benefits based on their circumstances.

Clients will want to ensure their loved ones have the ongoing financial support to live as independently as possible.

Clients with aging parents may need adjustable and adaptive plans to help navigate their parent's financial affairs.

Your clients may be looking for strategies to relieve the tax burden and save more for retirement. This is an ideal time to talk with your clients about how tax deferral options like annuities can provide safety and security while allowing their assets to grow.

Standard & Poor’s Global Ratings has affirmed Security Benefit Life Insurance Company's (Security Benefit) financial strength rating of “A-“ and revised its outlook to “stable.”

An estate plan is important in providing financial support to a special needs loved one. Learn how trusts and ABLE accounts could give your loved one a rich quality of life.