An RMD Strategy for Clients With Philanthropic Goals
The appropriate RMD strategy can help clients who don’t need the income achieve philanthropic goals while potentially reducing taxable income.
Passing Down Family Values: Ways to Share More Than Wealth
Passing down family values can help shape your family legacy. Learn how a Family Legacy Charter can help preserve stories, hopes, and purpose for the future.
Helping Clients Reach Charitable Giving Goals
See how financial professionals can help clients achieve charitable giving goals through thoughtful conversations, tax planning, and family engagement.
Purpose-driven financial planning | United Life
Learn how purpose-driven financial planning can connect your priorities to the way you save, spend, invest, give, and prepare for retirement.
Beyond the Payout: What to Consider When Comparing Fixed Indexed Annuity Income Options
See how annuities can help clients create retirement income certainty as they shift from building savings to withdrawing income.
Retirement Savings in your 40s: How to Catch Up
Falling behind on retirement savings? Explore effective catch-up strategies for your 40s, from increasing contributions to making smarter long-term financial decisions.
Helping Women Rebuild Retirement Confidence After Gray Divorce in 2026
Gray divorce can upend a woman’s retirement strategy. See how financial professionals can help clients reassess income, rebuild confidence, and plan for what comes next.
Market Value Adjustment (MVA) on an Annuity: What to Know
A market value adjustment can affect what you receive from an annuity if you withdraw money early. Learn what it means, when it applies, and what to review before buying.
Retirement Income Certainty: How Annuities Can Help Clients Spend With Confidence
See how annuities can help clients create retirement income certainty as they shift from building savings to withdrawing income.
How an Income Floor Can Help Make Your Money Last in Retirement
Wondering how you might make your money last in retirement? Learn how an income floor could cover essentials with lifetime income and reduce pressure on savings.
Why Goals-Based Planning May Be the Key to Earning Next-Gen Business
Learn how goals-based planning may help financial professionals connect with next-gen clients, personalize conversations, and build stronger relationships.
From Income Swings to Stability Financial Planning for Creators
Financial planning for creators: learn how to manage cash flow, stay ahead of taxes, make smarter money decisions and build a financial plan that supports your business and personal goals.