The informed advisor

In this blog, get ideas and insights to help you solve a range of client needs through holistic planning.

View our current blog posts

A father and grandfather teaching the son to fish.
When giving is personal

How protecting family and annuities go together

September 12, 2019 - My personal experience with special needs trusts

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Navigating the income planning landscape

With more clients needing retirement income and more solutions than ever, we help you match the client need to the annuity that may be right for your clients.

July 22, 2019 - Which retirement income solution, when?

A soccer ball!
Getting clients to their GOALLL!!

Every successful team has offense and defense. Can you help your clients keep progressing toward the goal line – and still get more defensive protection?

July 16, 2019 - Can clients win the retirement game from the sidelines?

A woman smiling.
Inspire more smiles than dread in your clients

Just like the dentist, a visit to your office may make your clients cringe: Will they need to change their habits or retirement outlook? See how to adapt your approach for a more positive conversation.

May 10, 2019 - Don't be the dentist!

A couple sailing, while the sun is setting.
Taxes. Anxiety. How you can help manage both.

Are your clients feeling anxious about taxes as they plan for retirement income? You can help them feel more confident—and provide meaningful strategies to help manage the impact of taxes.

March 18, 2019 - Minimize taxes, maximize client relationships

A daughter and father smiling while holding each other.
Conversations for lasting connections

Build greater emotional connections with your clients to foster deeper relationships. Get our tips.

January 24, 2019 - Why words matter to your practice

A mother and daughter looking off into the distance.
Adding to already strong income strategies

Help clients feel more confident about their retirement income plans.

October 9, 2018 – Closing the retirement savings gap

An older couple walking through high grass.
Creating retirement income for couples

Involving spouses in income planning is important for clients – and your relationships.

October 5, 2018 - Why think about retirement income for two

A man and woman laughing and smiling.
We’ve read the TCJA, so you don’t have to

The Tax Cuts and Jobs Act (TCJA) has become a reality. What are the opportunities for your clients?

February 6, 2018 - The new tax reality: What now?

Two people looking at a handheld device.
Times change, but taxes are perennial

No matter how tax laws may change, your clients need help managing the impact of taxes on their retirement savings.

January 6, 2018 – Why tax deferral matters today

Lady holding dog smiling.
Managing tax risk during drawdown

Help manage the sources of tax risk and uncertainty within clients’ retirement income plans.

December 1, 2017 – Managing tax unknowns in retirement

Mother and Daughter walking on a beach.
Helping create 30 years of retirement income

Lifespans are changing. See what that means for your clients and your practice.

November 16, 2017 – Kale, tobacco, and the challenge of longer retirements

Moving the dial on portfolio confidence

You can increase confidence for your clients – and their portfolios.

August 9, 2017 - Building confidence into retirement portfolios

Building relationships with effective wealth transfer

Help your clients and their families with legacy planning that makes the most of their wealth.

July 26, 2017 - Creating a tax-savvy legacy plan