Sales & Practice Management
Building profitable practices in a retirement-first world.
A Widow’s Walk to Financial Confidence
Research paper explores the complex financial and emotional realities women face after the loss of a spouse. While widowhood brings profound grief, it often also marks a sudden shift into full financial responsibility—particularly for women who may have previously deferred money management to their partners
- Sales & Practice
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A Retirement Conversation Clients Remember
Help clients turn retirement uncertainty into confidence with insights from Anne Lester’s proven approach to more effective retirement income planning conversations. By using storytelling, relatable examples, and client-focused dialogue, financial professionals can make complex retirement concepts more memorable and meaningful.
- Sales & Practice
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