Client Content
Communications
Added 1 week ago
Get Ahead of Open Enrollment: Planning for Smarter Benefits Decisions
As summer slows and fall approaches, many employers begin sharing updates about their health and benefits plans. Before the forms arrive and deadlines sneak up, August is the ideal time
Added 3 weeks ago
Back-to-School Budgeting: How to Prepare Financially
As summer hits full stride, many families already have their eyes on the next major milestone: back-to-school season. This is the perfect time to begin planning for education-related expenses. Whether
Added 4 weeks ago
Big News: GENIUS Act Becomes Law – What It Means
On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act into law. This landmark legislation establishes the first comprehensive federal framework for
Subject Presentations
Core Presentations
QuickTakes
White Papers
Added 5 months ago
Understanding Your 401(k) Options When Leaving an Employer
Inform your clients about their 401(k) options when they retire or change jobs. They can roll it into an IRA for more investment choices, leave it in their former employer’s
Added 5 months ago
Planning Services
This document is designed to help you communicate the value of financial planning to your clients. The planning services you provide are tailored to each client’s unique needs, financial situation,
Added 8 months ago
Tax Strategies for Retirement
Taxes can affect retirees in a variety of ways, like state income taxes, estate taxes, and Social Security taxes, to name a few. The most common tax — the one
Added 8 months ago
2025 Financial Resolutions
Help your clients start the year strong with our 16 Financial Resolutions guide. This document provides actionable tips to make the upcoming year healthy, happy, and financially successful, covering everything
Added 8 months ago
2025 New Year Client Magazine
A comprehensive New Year’s Kit, packed with practical tools like an annual planning survey, tax strategy checklists, and engaging infographics to support your financial goals. Share these valuable resources with
Added 8 months ago
2024 Presidential Election Impact
An analysis outlining the election results and how they may influence financial markets and what financial professionals can expect as they guide clients through this period of change.