Will Your Money Last a Lifetime? How to calculate and spend with greater confidence
How long will your money last in retirement? Calculate income, overcome “spending anxiety,” and build strategies to help ensure you don’t outlive your savings.
Why Providing Financial Education is One of Your Best Tools for Next-Gen Client Retention and Growth
How financial education helps financial professionals grow their practice by retaining heirs, attracting Next Gen, and protecting assets across generations.
Should You Take Financial Advice from AI? Here’s What to Know
Should you take financial advice from AI? Explore what it can handle, where it falls short, and why human judgment still matters in financial planning.
Why Fixed Indexed Annuities Shine When Interest Rates Drop
Discover why Fixed Indexed Annuities (FIAs) remain a strong retirement strategy—even in a low-interest-rate environment. Learn how FIAs offer principal protection, growth potential, and guaranteed income.
Don’t Fall For It: Ways to Help Spot and Stop Financial Scams
Learn ways to recognize and avoid common financial scams. Discover practical tips to help you and your loved ones stay alert, informed, and protected from fraud.
Is Your Biggest Roadblock What You Don’t Know About Next Gen Clients?
Learn why most heirs switch financial advisors after inheriting wealth—and how generational alignment can help professionals retain next-gen clients during the $124 trillion wealth transfer.
How Financial Professionals Can Make Themselves More Referable
Help annuity-focused financial professionals earn more referrals by building trust, reducing client risk, and making it easy to share your value.
What Is a Fixed Annuity? Why One Size Doesn’t Fit All
Discover what fixed annuities are and how their flexibility can meet a wide variety of retirement needs through income features, riders, and tax treatment.
Annuities: One of the Biggest Retirement Blind Spots
As financial professionals, we have a shared responsibility to help clients build the knowledge they need to make confident retirement decisions. Learn how to educate the next generation clients about annuities.
Do I need a financial professional? Here’s When It Makes Sense
Wondering if you need a financial professional? Learn when expert advice can help with retirement planning, major life changes, and complex financial decisions.
The Power of Tax Deferral: How It Can Boost Your Retirement Savings
Learn how tax-deferred annuities help your money grow faster by delaying taxes. See how compounding, flexible withdrawals, and retirement income benefits can work.
Kuvare Publishes 2025 Annuity Trends: Navigating the Future
Kuvare’s competitive intelligence expert, JP Soltesz, authored an informative report about forward-thinking annuity trends for financial professionals.