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Topical resources to add value to your client relationships

Health care, Social Security, widowhood — the list of retirement concerns goes on and on.

In addition to our full product suite and commitment to you and your clients, we offer ideas and tools on a variety of retirement topics to help you grow your business and add value to your client relationships.

These are just a few of our client resources

Contact us for even more tools on a variety of retirement topics.

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College funding

Help clients learn about ways to reduce college expenses, and typical funding strategies.

View campaign tools

Health care costs

With costs on the rise, ensuring a way to cover health care is a critical to a client’s financial strategy.

Find client resources

Personal finance

Helping clients understand key principles of personal finance can make a big impact.

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Retirement considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Social Security

Deciding when and how to claim Social Security is one of the biggest retirement decisions clients can make.

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Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 10-2023

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