2025 Adv Mkts Book; New Client Guide; Prem. Fin; Paying for LTC; Outpace Inflation; Emergency Funds

The 2025 Q&A Annuity Advanced Markets Book

The latest edition of one of our most popular resources – the Q&A Annuity Advanced Markets Book – from Allianz – is now available. This complimentary guide is packed with insights to help you navigate complex topics, including contract structure, IRAs and qualified retirement plans, taxation, estate planning strategies, and more. Find it here.

Transform Client Conversations with New Guide

We’re excited to introduce the “Life insurance solutions consumer guide” – a powerful tool to simplify explaining options and support decision-making for your clients. This clear, concise overview of John Hancock's flexible-coverage options and Vitality program benefits helps you effectively convey the value of the solutions you’re offering. Click here to access the new client guide.

Why Use Premium Financing?

In a premium financing strategy, the insured borrows funds at a competitive interest rate from an acceptable third-party lender to pay their life insurance premiums. Using a premium financing strategy may minimize their need to liquidate assets to pay for the insurance. And, if their other assets perform more favorably than the interest rate charged on the loan, the after-tax cash flow can be deployed elsewhere. Check out the consumer brochure from Symetra here.

Paying For Long-Term Care: Which Asset Should They Choose?

If your clients are like most people, over their lifetime, they’ve accumulated a variety of assets. These assets have a unique purpose in developing their financial and long-term care strategy and typically fit into one of five categories. Read more here – from Securian.

Boost Retirement Strategies to Outpace Inflation

Traditional savings options help protect money from loss, but they may not grow fast enough to keep up with rising prices. Over time, inflation can erode purchasing power, leaving you with less financial security. Read more in this consumer piece from The Standard.

Emergency Funds Help Build Confidence in Any Market

Building an emergency fund is simpler than your clients think. They can start small, save regularly, and enjoy peace of mind knowing they’re prepared for life's unexpected expenses. Read more here – from Transamerica.