Resources / Annuity Foundations
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When client concerns and market conditions point in different directions, browse our latest articles to guide your next conversation.
Time is money: How compounding can strengthen your retirement strategy
The cost of "I'll start next year," in dollars.
Asset allocation and diversification: A simple way to strengthen your retirement strategy
Where the annuity sleeve fits in the allocation.
The rewards of staying steady: Why keeping calm matters in a volatile market
The volatility call is often your best annuity conversation.
Dollar-cost averaging: A steady strategy for long-term investing
Turn a hesitant lump sum into a funded conversation.
Save for retirement income now, thank yourself later
The income-gap number that starts the conversation.
How an informed income strategy can support your confidence and flexibility
Your clients are planning for the wrong number of years.
A down market at retirement is your opening. Here's the conversation that wins the business.
Estate planning: Why it matters and how annuities can play a role
Keep the assets when they pass to the next generation.
A guide to annuities [PDF]
Planning for retirement is important, but with so many options, it can be hard to find a place to start. This guide is a great first step.
The future of Social Security is still being decided [PDF]
Retirement planning is rarely about predicting the future. It’s about preparing for it.
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