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.

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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

Rethinking Retirement Income
Getting clients into the income mindset

This National Retirement Planning Week, help your clients plan to transition their savings into reliable income.

April 3, 2017 – Rethinking retirement income

Financial planning strategies
Income for longer lives

Longer lives can mean stretched income resources in retirement. Have better conversations with our tips.

March 16, 2017 – Three planning strategies to address longevity with clients

Dynasty Strategy
An income strategy more meaningful than just money

An inheritable family income plan can help clients find meaning in their wealth – and add value to your relationships.

February 17, 2017 – Follow the love with a dynasty stretch strategy

Doing the right thing is never wrong ica2
Special needs trust planning

You can help families touched by special needs by offering trust planning support.

January 31, 2017 - Doing the right thing is never wrong

The new retirement landscape ica2
The new retirement income planning

Retirement income planning isn’t what it used to be. Is there a place for certainty in clients’ portfolios?

January 17, 2017 - The new retirement landscape