Consultative support
Insights & Solutions Field Team
This team of credentialed professionals delivers thousands of presentations annually to financial professionals, clients, plan sponsors and plan participants. From main stage messages and client seminars to CE courses and online webinars, this group helps break down and simplify complex retirement planning challenges to help you prepare your clients for a better future.
Retirement Institute Planning Team
This group provides consultation for financial professionals on retirement topics such as Social Security, Medicare, health care costs and tax-efficient retirement income. The Planning team can supply client-facing materials and help guide you through our tools that deliver personalized analysis and suggestions. Team members are available by phone or by booking an appointment that fits your schedule.
Complex case consultation
Our JDs, CPAs and other financial services professionals focus on complex financial and tax-planning strategies for the most challenging client cases. This group specializes in planning around annuities, IRAs, life insurance, long-term care and retirement plans. Together with the Land As Your Legacy® and Your Business, Your Legacy programs, the Advanced Consulting Group can determine the best solutions to help meet clients' needs.