Resources That Move Your Business Forward
As your dedicated partner, we want to ensure you have everything you need to succeed. We have developed and curated a list of beneficial value-add resources to empower you in educating clients and elevating your practice so you can continue taking clients To and Through Retirement®.
Navigating Volatility and Declining Rates
The market environment is continually evolving, and clients are increasingly focused on protecting their financial well-being. To support these conversations, we’ve compiled a selection of resources you can share to help them navigate volatility, adapt to declining rates, and build a financial strategy aligned with their long-term goals.
FIA Sequence of Returns Risk
This document explains that losing money in the stock market early in retirement can seriously shrink your savings, and suggests fixed index annuities as a way to protect against that risk.
30-yr Stock Market Performance
30 years of market highs, crashes, and recoveries - all in one chart.
Tax Season: Are You Ready?
As clients take a closer look at their financial picture, it’s a natural time to introduce conversations around long-term, tax-aware retirement strategies. We’ve pulled together resources to help you make the most of those discussions and confidently position retirement income solutions.
2026 Quick Reference Tax Guide
A one-page cheat sheet with every 2026 federal tax number you need—brackets, deductions, contribution limits, and more—at a glance.
Capital Gains Tax Overview
An explainer on how capital gains taxes work in 2026, with examples and four strategies to reduce them.
Tax Deferral Strategy: Make Saving Less Taxing
This document explains how tax-deferred accounts (like 401(k)s, IRAs, and annuities) let your money grow faster by postponing taxes on gains, showing that a $100,000 investment can grow 23% more over 15 years compared to a taxable account.
Tax Deferral Summary Brochure
This brochure explains how tax deferral — through tools like 401(k)s, IRAs, and annuities — helps your savings grow faster by letting you postpone taxes on investment gains until retirement, when you may be in a lower tax bracket.
IM-50008-59 | 2026-06-15