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Client Life Events
A Question of Special Needs: How Much Do We Need to Fund a Special Needs Plan?
Unabridged white paper covering the multitude of considerations for funding a special needs plan.
Client Life Events
Beneficiary Planning Case Study
This piece is approved to use with clients.
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
This piece is approved to use with clients.
An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Manager & Investment Selection
How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Tax Management
Investor Education: Tax Efficient Investing
This piece is approved to use with clients.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Children & College Savings
Investor Education: Learn About Saving for College
This piece is approved to use with clients.
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.
Client Life Events
Investor Education: Learn About Caring For an Elderly Parent
This piece is approved to use with clients.
This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
Manager & Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.