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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Client Relationships
[CE Credit] Integrating Community to Grow Your Practice
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Goals/Needs-Based Investing
What is a Risk Budget?
This piece is approved to use with clients.
Three Keys to Investor-Centric Portfolio Construction.
Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Client Experience
[Infographic] - Importance of Avoiding Big Losses
This piece is approved to use with clients.
Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
This piece is approved to use with clients.
Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.