A Guide to Using AI to Support Better Client Conversations
Artificial intelligence can help financial professionals spend less time preparing and more time delivering meaningful client experiences. This practical guide from LIMRA Retirement Income Institute shows how AI can support every stage of the client conversation, from meeting preparation and agenda creation to discovery questions, follow-up communications, and client education. Based on a retirement planning […]
A Widow’s Walk to Financial Confidence
“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. This research highlights the […]
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. In this paper, you’ll learn how to: Improve client engagement through powerful financial storytelling Explain […]
Retirement Challenges Facing Gen X in the Peak 65® Era
Gen X is the “forgotten generation” — and the least prepared for retirement in the Peak 65 era. This report examines the growing retirement crisis facing Generation X as they approach retirement during the “Peak 65” era. It argues that Gen X is uniquely vulnerable due to a combination of economic, structural, and behavioral challenges […]
Retirement Challenges Facing Gen X in the Peak 65® Era
Gen X is the “forgotten generation” — and the least prepared for retirement in the Peak 65 era. This report examines the growing retirement crisis facing Generation X as they approach retirement during the “Peak 65” era. It argues that Gen X is uniquely vulnerable due to a combination of economic, structural, and behavioral challenges […]
A Widow’s Walk to Financial Confidence
“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. This research highlights the […]
Annuity Awareness
Your clients need protected growth and reliable income, but too often, conversations break down before solutions take shape. The biggest barrier to Annuities? Miscommunication. Create value for clients through annuity conversations. Lead the way. With LIMRA’s trusted insights and ready-to-use independent unbiased marketing support, you can simplify the annuity story, address common objections, and build […]
Protection as an Asset Class: A New Framework for Advisors
Protection as an Asset Class presents a practical way for financial professionals to think about annuities beyond product features and focus instead on their role within a client’s overall portfolio. The research explains how certain annuities, particularly fixed index annuities (FIAs), can be used as a tool to help manage risk while still allowing for […]
Protection as an Asset Class: A New Framework for Advisors
Protection as an Asset Class presents a practical way for financial professionals to think about annuities beyond product features and focus instead on their role within a client’s overall portfolio. The research explains how certain annuities, particularly fixed index annuities (FIAs), can be used as a tool to help manage risk while still allowing for […]
How to Reduce Decision Risk as You Age
Retirement planning isn’t just about market performance — it’s also about decision making risk. As we age, memory, focus, and judgment naturally begin to change and can make ongoing, complex financial decisions more difficult. These shifts can quietly increase the risk of missed bills, poor timing, or costly mistakes, potentially weakening long term retirement security. […]