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.
How Legacy Planning Can Help Financial Professionals Tap Into New Lead Sources
Legacy planning offers a powerful opportunity. Financial professionals often focus on high-net-worth clients for estate planning, but…
Why Understanding Human Behavior Can Make You a Better Financial Professional
Ever wonder why clients do some of the things they do? That’s why understanding behavioral finance—which is the study of the…
Kuvare Expands Internationally with Three New Reinsurance Transactions
Kuvare Expands Internationally. Kuvare’s reinsurance solutions into international markets, building…