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Business Development
Delivering Better Outcomes: Today's Top Advisors Are Doing These 3 Things
The demand for financial advisors’ time has never been greater. With only so many hours in a day, how can advisors deliver a standout client experience?
Client Life Events
Making special needs your business
The disabilities and special needs community is large, underserved and has buying power. Voya wants you to feel confident to expand your practice into this overlooked area and bring enduring, long-lasting value to the special needs community.
Client Life Events
Tips for interacting with people with disabilities
This piece is approved to use with clients.
This guide offers tips on interacting with people who have various special needs and disabilities.
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.
Business Development
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
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.
Business Development
Digital Technology: Friend or foe? Part 1
In short, chances are that your clients and prospects are online. But the question is: Are you? And more importantly, what does your online presence say about you?
Business Development
Don't break your team
A 10-part checklist for getting your service model execution right without crushing your team.
Retirement
What volatility means for retirement plan participants
This piece is approved to use with clients.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Business Development
Winning new business from existing clients
Asset allocation proposals--helping an investor visualize how a particular asset allocation can best help them meet their goals--are a mainstay of winning new clients. But proposals can also be used to generate new business from existing clients.