The Informed Advisor topic

The informed advisor

In this blog, get ideas and insights to help you solve a range of client needs through holistic planning.

View our current blog posts

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Sprinting to the retirement finish line

Help your clients make the most of the run-up to retirement with a strong income plan.

July 11, 2017 – Retirement planning's home stretch

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Considering alternatives to cash

Clients may like the security of cash, but you can help them focus on meeting their long-term retirement income goals.

June 27, 2017 – Considering alternatives to cash

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How may the DOL rule affect your client conversations?

Both commissions and fees may be in clients’ best interests. How can you navigate the options while also addressing clients’ retirement income needs?

June 12, 2017 – The rules have changed

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Help clients navigate market ups and downs

Show clients how a DCA strategy may benefit them.

May 22, 2017 – Easing clients into the market with dollar cost averaging

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Creating retirement income for couples

Involving spouses in income planning is important for clients – and your relationships.  

May 4, 2017 - Why think about retirement income for two

Getting wealth transfer right
No do-overs in legacy planning

Our four questions can help you build an annuity inside a trust the right way to help clients realize their legacy planning vision - and let you develop relationships with the next generation of clients.

April 18, 2017 – Getting wealth transfer right the first time