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.

Young female financial planner points to information on a page while explaining reasons for life insurance.

5 ways to explain the need for life insurance to your customers

If your customers are hesitant to talk about life insurance, here are 5 ways to reframe the conversation to have a better discussion about the importance of protecting their future.

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

Help customers understand the need for life insurance at any age

Regardless of your customers’ season in life, life insurance provides critical financial protection for those they love most. Help them understand the value of life insurance at any age.

Male financial professional talking to client during a meeting.

Life insurance FAQs to expect from clients

Clients — especially first‑time buyers — often have life insurance questions that reveal knowledge gaps. Having a simple FAQ fact sheet can help guide them through the process and serve as a reusable resource for emails, newsletters or client conversations.

Financial professional meeting with clients outdoor, going over documents in a binder.

Helping your clients build an "In Case of Death" binder

Discussing death can be uncomfortable, but it’s important to help clients prepare their loved ones for what comes next. An “In Case of Death” binder keeps essential financial information in one place, helping reduce stress and ease the emotional and mental burden on families during an already difficult time.

A young dad in a purple shirt looks over information with his financial planner while daughter colors.

Help your customer choose short-term life insurance

Your customers’ life insurance needs change as they move through life’s milestones. Short‑term life insurance can offer a flexible, affordable way to fill coverage gaps and provide reliable protection when it’s needed most.

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Female financial professional sitting at a conference table and talking with young client couple.

Financial planning

Explore financial planning articles for financial professionals, featuring insights, strategies, and client-focused guidance to support holistic planning conversations, from goal setting and risk management to income, protection and long-term wealth building.

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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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.

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