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  • Planning Against The Inflation Risk
    Planning Against The Inflation Risk

    Three steps to help your clients shoot for the stars… but keep their feet on solid ground

    by Aimee Johnson

    As financial professionals, helping our clients prepare for a fun and rewarding retirement is often the best part of our job. Hearing about their dreams and developing a strategy that can potentially make those dreams a reality is no-doubt a rewarding experience – whether that means planning for something grandiose like traveling the world or…
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  • Revisiting The Income-Generation Timeline
    Revisiting The Income-Generation Timeline

    How much did 2020 spur renewed interest in guaranteed income?

    by Tamiko Toland

    It is an understatement to say that 2020 has been an extraordinary year. We cannot look forward to the future, whether 2021 or beyond, without considering the events of the past 12 months. The pandemic has thrown the entire world into turmoil and raised fundamental questions about how it may alter the landscape of financial…
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  • Combatting Financial Insecurity
    Combatting Financial Insecurity

    How 2020 exposed an instability within today’s workforce… and revealed a roadmap to our recovery

    by Marion Mathes

    A common assumption today is that salaried employees are generally financially secure. They have a job, likely a 401(k) plan that they contribute to, a budget for maintaining their finances, and more. However, what many people fail to realize is that a lack of savings for unexpected expenses is the primary cause of financial insecurity…
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  • Revisiting Retirement Readiness
    Revisiting Retirement Readiness

    Through the tumult and uncertainty of 2020, business owners stayed focused on their goals

    by Alyson Klug & Kenneth Thompson

    The vast majority of business owners didn’t make any changes to their retirement plans in 2020, even as the COVID-19 pandemic took a heavy toll on their companies.
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  • A Conversation With Tom Garretson
    A Conversation With Tom Garretson

    A Fixed Recovery

    by P. E. Kelley

    Measuring the impact of COVID-19 on our economy, indeed on the entire global picture, can be at times illusory. While the damage done is dramatically clear, as nightly headlines reflect alarming levels of loss, panic and uncertainty, a clear road forward is coming into view.
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  • Redrawing The Life Insurance Roadmap
    Redrawing The Life Insurance Roadmap

    How Covid-19 helped John Hancock reimagine the scope of its Vitality initiative, transforming the shared-value business model

    by Brooks Tingle

    The Covid-19 pandemic continues to bring attention to how tenuous personal health and finances can be. It has prompted more people to think about their own mortality and whether their families are prepared if something should happen to them.
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  • Mapping A New Road To Retirement
    Mapping A New Road To Retirement

    What 2020 has taught us about workers, retirees and building a better portfolio

    by Sri Reddy

    2020 feels like an unending crisis. The unexpected twists and turns have affected how many of us manage our day-to-day lives. In communities around the world, families are struggling. And despite equity markets showing an uptick, the struggles and challenges for main street businesses are still very real. Systemic imbalances between people who are faltering…
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  • A Fresh Look At The Fixed Indexed Annuity Portfolio
    A Fresh Look At The Fixed Indexed Annuity Portfolio

    When your clients ask for ‘predictable, reliable income’, there are some attractive options

    by Brian Mann

    Fixed indexed annuities (FIAs) have had explosive growth over the past decade and can be a valuable tool within a holistic financial plan. Despite years of having an infamous reputation, financial professionals and even many consumers have come to realize that FIAs help address several significant retirement planning concerns. From providing guaranteed income to protecting…
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  • Weathering Retirement’s Perfect Storm
    Weathering Retirement’s Perfect Storm

    Having enough to make it through is today’s singular planning challenge

    by Eric Stevenson

    Investment behaviors have been changed by the pandemic, and this will persist in the post-COVID-19 world. In 2020, Americans’ confidence in their ability to achieve a secure retirement was shaken when the stock market plummeted from record highs to its steepest decline since Black Monday. Ongoing volatility has kept investors on edge even after the…
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  • Brand Audits
    Brand Audits

    The harsh look in the mirror your business desperately needs

    by Christopher Tompkins

    You’re sitting there, trying to figure out why the business you’ve invested blood, sweat, and tears (and lots of money) into just doesn’t feel like it’s working anymore. Some of the shine has faded, customers are less enthused and so are you. Well, your business is probably fine; it’s your brand that needs some maintenance.
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