TruStage™ Annuities Blog
Registration open for Better Together: The Case for Small Caps webinar on May 9
Apr 23, 2024
Apr 16, 2024
Can Gen Z & millennials retire early by eliminating restaurants & takeout?
Apr 9, 2024
Apr 2, 2024
A better understanding of annuities can increase consumer appeal
Mar 26, 2024
Facts vs. feelings: addressing “irrational” concerns about annuities
Mar 19, 2024
Women’s History Month and why it matters to today’s female investor
Mar 12, 2024
Annuities vs. life insurance for young investors
Mar 5, 2024
Steady steps forward: prepare to help clients navigate a new economic outlook
Feb 27, 2024
Help clients tackle out-of-control debt through planning & budgeting
Feb 20, 2024
How to frame annuities within a client-centered conversation
Feb 13, 2024
Why clients should explore RILAs amid shifting investing goals and markets
Feb 6, 2024
The risks and rewards of specializing in niche clients
Jan 30, 2024
How to help hesitant clients boost retirement spending and satisfaction
Jan 23, 2024
Are more retirees returning to the workforce?
Jan 16, 2024
Five types of retirees: why financial security is about more than wealth
Jan 9, 2024
2023 year in review: top takeaways for clients and financial professionals
Jan 2, 2024
Top 7 financial scams: warn and educate clients before it’s too late
Dec 19, 2023
Highlights of 2024 Cost of Living Adjustments (COLA)
Dec 12, 2023
How financial professionals can appeal to wealthy investors
Dec 5, 2023
Financial professionals need to manage emotions, not just money
Nov 28, 2023
Overcoming prospect objections: 5 conversational tips
Nov 21, 2023
How annuities support a holistic approach to fee-based accounts
Nov 14, 2023
Nov 7, 2023
Real estate is hot! How financial professionals can respond
Oct 31, 2023
TruStage™ ZoneChoice Annuity: Strong upside potential, now with stronger downside protection
Oct 24, 2023
5 mistakes financial professionals should avoid on LinkedIn
Oct 17, 2023
With 14 mentions in Barron’s “100 Best” annuities list, TruStage™ is unmatched by peers
Oct 10, 2023
Conversation starters for National Retirement Security Week, October 15-21
Oct 3, 2023
Don’t let financial clients fall for these 6 myths about Social Security
Sep 26, 2023
Tips for proactive, personalized planning to connect with clients’ heirs
Sep 19, 2023
Millennials' outlook on retirement & risk control
Sep 12, 2023
Help clients avoid taking Social Security too early
Sep 5, 2023
Helping widows navigate a new reality
Aug 29, 2023
Essential qualities for success as a financial professional
Aug 22, 2023
What’s the best age to encourage young clients to start retirement planning?
Aug 15, 2023
How to help clients facing economic stress: volatility, high interest & record debt
Aug 8, 2023
Aug 1, 2023
TruStage included for five years running in “Barron’s 100 best annuities” feature
Jul 27, 2023
Secure digital assets for estate planning
Jul 18, 2023
Financial professionals and AI: Is ChatGPT a friend or foe?
Jul 11, 2023
Volatile markets? How and when to communicate with clients
Jun 27, 2023
Are parents who pay for college risking retirement?
Jun 20, 2023
How to talk with clients about the benefits of a second annuity
Jun 15, 2023
TruStage announces enhancements to ZoneChoice™ Registered Index-Linked Annuity
Jun 13, 2023
June is National Annuity Awareness month: Talking points
Jun 6, 2023
Combined income sources: An answer to a sustainable retirement?
May 30, 2023
Virtual client meetings: does location still matter?
May 23, 2023
10 essential retirement questions to ask married couples
May 16, 2023
Helping clients who regret claiming social security early
May 9, 2023
4 things Millennial investors expect from a financial advisor
May 3, 2023
Can Gen X and Millennials catch up to Boomers?
Apr 25, 2023
Social Security shortfall? Annuities may be an answer
Apr 18, 2023
20 back-to-basics questions to gauge client optimism
Apr 11, 2023
Many Americans don’t know who to trust for financial planning
Apr 4, 2023
Annuity myths & misconceptions your clients may believe
Mar 28, 2023
Don’t wait to reach out & help your clients understand the banking crisis
Mar 23, 2023
The impact of student debt on your client’s financial future
Mar 21, 2023
How financial views & worries are affected by ethnicity: New study
Mar 14, 2023
Remember these 3 employer retirement plan rollover opportunities
Mar 7, 2023
Is the “4% rule” foolproof — or is it smart to take a second look?
Mar 6, 2023
Financial considerations for multigenerational households
Feb 28, 2023
When an employer stops contributing to a 401(k): 5 ways for investors to respond
Feb 21, 2023
3 approaches to help clients leverage risk control
Feb 14, 2023
Client conversations about the SECURE 2.0 Act
Feb 7, 2023
5 Social Security facts women need to know
Jan 31, 2023
Helping clients understand and address job loss
Jan 24, 2023
Questions to ask when a client receives an early retirement offer
Jan 17, 2023
Seeking downside protection for investors at or near retirement age
Jan 16, 2023
The Inflation Reduction Act’s impact on retirees’ healthcare costs
Jan 10, 2023
2022 year in review — takeaways for advisors and clients
Jan 3, 2023
Social security policies regarding benefits for same-sex partners
Dec 21, 2022
Reflecting the past, anticipating the future
Dec 13, 2022
Reckoning with the Cryptocurrency Collapse and Its Impact on Pensions
Dec 8, 2022
A Quick Snapshot of 2023 Cost of Living Adjustments (COLA)
Dec 6, 2022
David Reynolds Joins CUNA Mutual Group Annuities As Divisional Sales Director
Dec 1, 2022
How to Engage Millennials and Gen Z Who Need Financial Help
Nov 29, 2022
How financial professionals can appeal to wealthy investors
Nov 22, 2022
Don’t forget: Digital assets are now essential to estate planning
Nov 15, 2022
Inflation and Retirement: Should Investors Retire Now?
Nov 8, 2022
5 Social Media Tips for Financial Advisors
Nov 1, 2022
CUNA Mutual Group Wins Accolades for Annuities Success
Oct 26, 2022
Overcoming Prospect Objections: 5 Conversational Tips
Oct 25, 2022
How Annuities Can Fit Into a Holistic Approach to Fee-Based Accounts
Oct 18, 2022
Top 7 Investor Scams to Warn Clients About
Oct 11, 2022
Structured Annuities vs. Bonds: Which Comes Out On Top?
Oct 4, 2022
October is Financial Planning Month: Advisor Tips for Clients
Sep 27, 2022
Volatile Markets? How and When to Communicate with Clients
Sep 20, 2022
Fintech is Disrupting Financial Services… And That’s OK
Sep 13, 2022
Pros and Cons of Cash: Are Annuities a Better Strategy?
Sep 6, 2022
What Clients Need to Know About Guaranteed Lifetime Withdrawal Benefits
Aug 30, 2022
Back to School: How Parents Can Approach Tuition & Retirement
Aug 23, 2022
Aug 18, 2022
Connect With Clients, Even at a Distance
Aug 16, 2022
Social Security Day is August 14th — Know These 5 Important Facts
Aug 9, 2022
What Clients Really Want from a Financial Professional
Aug 2, 2022
Why Individuals Might Not Turn to Financial Professionals for Guidance
Jul 26, 2022
3 Tips for Managing Expectations and Keeping Clients Satisfied
Jul 19, 2022
Stuck in the Middle with You…and You: Tackling the Financial Strains of the Sandwich Generation
Jul 12, 2022
When and How to Use Roth IRAs in Estate Planning
Jul 5, 2022
June is National Annuity Awareness Month
Jun 7, 2022
Estate Planning: Don't Overlook Digital Assets
Nov 12, 2019