Tax planning

Explore articles that help you support client tax‑planning goals — covering tax‑efficient strategies, planning considerations tied to life events and guidance for discussing how life insurance and retirement solutions may impact a client's overall tax liability.

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What your self-employed clients need to know about taxes in the gig economy

The gig economy is growing, offering flexibility for millions of workers — but it also brings tax responsibilities. This overview covers key tax basics gig workers need to know when reporting income and managing liabilities.

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Income tax glossary basic terms your clients should know

Tax season can be stressful and confusing for clients, especially when they don’t understand key tax terms. Helping educate them early can reduce anxiety, prevent mistakes and avoid costly penalties.

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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.

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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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Building and transferring wealth

Explore articles that help you guide customers in building, preserving, and transferring wealth — covering legacy planning, beneficiary strategies, insurance solutions and approaches for aligning assets with long‑term family and generational goals.

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