Business protection

Explore articles that help you support business owners with protection strategies — covering succession planning, key person coverage, buy‑sell arrangements, risk mitigation and using insurance to help safeguard the business and its future.

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What you need to know about today’s Executive bonus plans

Business owners need strong financial incentives to recruit and retain key employees. Executive bonus plans can help attract and retain top talent with perks tied to individual financial planning goals, like life insurance.

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What you need to know about split-dollar arrangement plans

Split-dollar arrangement plans have been among the most significant forms of executive benefits for more than 40 years, helping companies attract and retain key executives.

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What you need to know about deferred compensation arrangement plans

Advising your business clients on adding deferred compensation arrangement plans to their benefits packages is another way you can assist them in attracting and retaining top talent. You’ll be helping them strengthen their business, while growing your own at the same time.

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Happy and healthy senior woman doing a shoulder mobility exercise at home, working out with a cross arm stretch in her yoga session. This mature woman is keeping herself active with a fitness routine, maintaining physical wellbeing and wellness as she ages.

Retirement planning

Explore retirement planning articles designed for financial professionals, offering insights, strategies and client-focused guidance to help support conversations on income, annuities and long-term financial goals.

Young happy couple communicating with their insurance agent during a meeting in the office.

Preparing for the unexpected

Explore articles that help financial professionals guide clients through life's uncertainties, offering insights on risk, protection and strategies to prepare for unexpected events while supporting long-term financial confidence.

Female financial professional sitting across from husband and wife clients, discussing their retirement strategy.

Managing investments

Explore articles that help you guide clients in managing investments — covering portfolio conversations, risk and income considerations, market impacts and strategies to align investment decisions with client goals and long-term financial outcomes.

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