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Economic Updates
May 1, 2025
The Q1 2025 Economic Update is here. See how the recent volatility in the stock market, changing monetary policy and new tariffs are shaping the economic landscape and what it means for investment strategies.
Sales Insights & Tools
April 1, 2025
Women are set to control up to $30 trillion by 2030. Financial advisors have a unique opportunity to tap into this market. Join us in empowering women to achieve financial independence and secure their futures.
Sales Insights & Tools
April 1, 2025
Rising costs, market fluctuations and unexpected expenses are putting pressure on retirement savings. Gen X faces even greater financial uncertainty than Boomers. Now is the time to connect with them, understand their needs and position yourself as their trusted advisor.
Sales Insights & Tools
April 1, 2025
If it’s been a while since you’ve done a client review, now may be the time. Discover how reviewing financial goals and considering an annuity refresh can help you maximize clients' account growth and secure their financial future.
Sales Insights & Tools
March 1, 2025
Uncertainty in the market and political environment can leave clients hesitant to make financial decisions — but waiting could cost them. Show your clients what the cost of waiting could be and help guide them toward financial well-being.
Sales Insights & Tools
March 1, 2025
Discover how the BofA Global MegaTrends Index empowers investors. Find out how it helps navigate market volatility with confidence and achieve superior returns.
Sales Insights & Tools
January 29, 2025
Discover how you can help clients leave a lasting legacy while meeting their RMD requirements. The Legacy Max Enhanced Death Benefit Rider offers a unique dual growth strategy, ensuring clients can enjoy their monthly income without diminishing their death benefit value.
Economic Updates
January 29, 2025
With the 2024 election finally behind us, the U.S. economy appears to be navigating a period of cautious optimism. Despite the political uncertainties leading up to the election, the economy has shown resilience. However, while inflation was generally seen to be on the decline during the first half of 2024, it has been a little stickier in recent months.
Sales Insights & Tools
January 7, 2025
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
Sales Insights & Tools
January 7, 2025
In case you missed it, the Fixed Index Annuities Resource Toolkit is here to help you master FIAs. It contains the FIA essentials you need to understand, explain and sell annuities, boosting your sales strategy.