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.
Financial Professionals
Are You (And Your Clients) Ready for the Great Wealth Transfer?
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.
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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.
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RIA Economic Outlook Index
What It Is: A predictive tool created to measure the expectations of Registered Investment Advisors (RIAs) for the upcoming year's economy and market movements.
Are Your Clients Social Security Savvy?
This Social Security overview outlines key considerations that can help your clients figure out timing for taking benefits based on their circumstances.
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Estate Planning for Clients With Special Needs Loved Ones
Clients will want to ensure their loved ones have the ongoing financial support to live as independently as possible.
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Clients as Caregivers: Helping Aging Parents Adapt to Change
Clients with aging parents may need adjustable and adaptive plans to help navigate their parent's financial affairs.
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How Tax Deferral Can Boost Your Clients Savings Potential
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.
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S&P Affirms Security Benefit Financial Strength “A-“ Rating; Outlook now “Stable”
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.”
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