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Personalization
An Inside Look at Direct Indexing
This piece is approved to use with clients.
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Children & College Savings
Learn How To Teach Your Kids About Money
This piece is approved to use with clients.
This guide helps your clients teach their children good money management skills with practical tips they can use whether their kids are preschoolers or college-bound.
Client Life Events
Learn About Estate Planning
This piece is approved to use with clients.
Help your clients understand the importance of estate planning with this education guide that outlines basic estate planning tools, the importance of taxes, estate planning and children, and more.
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.