Inflation and Annuities: Insights from New Jackson Research

Inflation & Annuities: Insights from Jackson

New Jackson research gives us five key take-aways on inflation and annuities. Here's how to use them to help sell annuities and give clients peace of mind.
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Americans' Top 7 Financial Concerns

Americans’ Top 7 Financial Concerns and How We Can Help

We have the products and strategies to help solve Americans' top 7 financial concerns. Here's what they are and how to market them.
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Financial Literacy and Retirement: What Americans Don't Know

Financial Literacy & Retirement: What Americans Don’t Know

Based on the results of a new survey, we need to help near and current retirees plan for longevity and surprise healthcare costs.
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Annuities Have Best Q1 in 40 Years

Annuities Have Best Q1 in 40 Years

The numbers are in – and annuity sales skyrocketed in January, February, and March of 2024. Here's what you need to know to take advantage of the trend.
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Women and Finance: 5 Surprising Results from Fidelity’s Recent Survey

Women and Finance: 5 Surprising Results from Fidelity’s Recent Survey

Last month, Fidelity released the results of their Women’s History Month 2024 Survey. It gives us a surprising amount to work with when marketing to women.
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78% failed a quiz on retirement planning and Social Security

78% Failed a Quiz on Retirement Planning & Social Security

A new MassMutual poll quizzed near-retirees about Social Security – and 41% of respondents got an F. Here's how we can help change that result.
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Is participating whole life a must for retirement portfolios?

Is Participating Whole Life a Must for Retirement Portfolios?

According to Ernst & Young, retirement portfolios with participating whole life provide more retirement income than plans that focus solely on investments.
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March 2024 Sales Kit: Retirement Planning

March 2024 Sales Kit: Retirement Planning

Our March 2024 sales kit will help you talk to clients about the many ways life insurance can help provide a financially secure retirement.
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Retirement & Estate Planning Roundup: New in 2023

Retirement & Estate Planning Roundup: New in 2023

Developments in retirement & estate planning (as well as life insurance) you can use to start a conversation about a client's insurance needs.
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March 2023 Sales Kit: Retirement Estate Planning

March 2023 Sales Kit: Retirement & Estate Planning

Our March 2023 sales kit will help you talk to clients and prospects about the role of life insurance in retirement & estate planning.
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