Financial Professionals

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.

We understand the significance of client conversations about IRAs for you and your practice, and we've created value-add tools to support you in guiding those discussions.

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.

Your clients will make several financial decisions that affect how far their retirement savings stretch. One key factor is how they’ll pay for health care, even with Medicare.