Financial Professionals

Discussing Required Minimum Distributions (RMDs) with your clients can help them make informed decisions about retirement income and taxes.

Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.

As a financial professional, you understand the importance of educating clients on the complexities and advantages of IRAs. The more engaged you are in educating them, the more you will build trust and empower them to make informed decisions.

Find out when to take Required Minimum Distributions, where you can locate tax forms, and more.

With more women than ever responsible for their financial well-being —and the financial well-being of their families — they must know how to save, invest, and plan for their future.

Are your clients overwhelmed by the thought of going through the process of estate planning? Use these tools to guide them in such areas as wills and probate taxes, lifetime gifting, trusts, health care directives, and more.

As your clients get close to retirement, they will make several financial decisions that can affect how far their retirement savings will stretch. One of the most critical considerations is how they’ll pay for health care, even with Medicare coverage.