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.

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.

Why clients may need a flexible approach to retirement

Even the most well-designed retirement plans are subject to uncertainty. Discover how annuities can play a strategic role in building a more adaptable, resilient approach to retirement planning.

Man and woman in exercise clothes walking in a park.

How to help your clients cope with aging

As retirement comes into clearer focus for clients, conversations about aging become more relevant — and more meaningful.

Older age man sitting on exam table in doctor’s office having a conversation with doctor, while nurse takes his blood pressure.

How rising health care costs can impact retirees and pre-retirees

Saving enough for retirement is a growing concern, with rising health care costs adding uncertainty. LIMRA reports 8 in 10 non-retirees expect a possible health care expense shock in retirement, and 1 in 10 retirees has already experienced it — making future health care costs difficult to predict.

Female financial professional sitting at a table in an office with client couple discussing inflation and retirement benefits.

What inflation means for your clients' Social Security, Medicare and retirement

When inflation rises, clients quickly feel the impact as everyday costs — from groceries and gas to housing — go up. Proactive conversations can help clients understand how inflation affects their finances, reduce anxiety and better prepare for unexpected changes.

Loading component...

Explore next

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.

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.

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.

Loading component...

WEB.7765571.04.26