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Advanced Markets

What are the 3 greatest retirement risks?

Sequence of returns, longevity, and inflation can all impact your clients’ retirement goals. Global Atlantic’s Thea Marasa-Scafidi joins the podcast to talk about how you may be able to mitigate these three retirement risks.

10 min listen

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Advanced Markets

Stretching income across multiple generations

Anyone looking to develop a multigenerational income strategy may want to consider a single premium immediate annuity. We take a closer look at why.

3 min read

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Advanced Markets

Non-qualified annuity contracts titling guide

Knowing how to properly title an annuity is critical to ensure its intended financial objectives are met. Learn more about these key considerations.

5 min read

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Advanced Markets

How the gender pay gap affects retirement for women

The pay gap presents unique retirement challenges for women. Share this with your clients to illustrate how annuities may be able to overcome some of the hurdles.

2 min read

Secureact Women YTP

Advanced Markets

How Secure Act 2.0 helps women

Secure Act 2.0 includes some provisions that may be especially beneficial for women. Find out how and learn more about this major piece of legislation.

5 min read

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Advanced Markets

Breaking down the potential benefits of a non-qualified stretch

Learn how a non-qualified stretch provides non-spouse beneficiaries with control, flexibility, and the ability to create a lasting legacy.

5 min read

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Advanced Markets

How tax forms can spark conversations

Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.

5 min read

Managing Wealth family

Advanced Markets

Managing Generational Wealth Transfer with Trusts and Annuities

Generational wealth transfer can be complicated and full of challenges. Find out how trust-owned annuities can help your clients leave a tax-deferred legacy.

5 min read

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Advanced Markets

Women’s guide to long-term care planning

Many women will require long-term care services, but do they have a plan to pay for them? Help your clients be ready.

5 min read

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