Field guides for changing the conversation

You've told us great client relationships start with great conversations.

That's why we've built a series of field guides to help financial professionals set themselves apart by bringing the wealth + health connection to life.

Build your practice and connect with clients by having deeper conversations.

Start exploring

Find resources for having the conversations your competitors aren't necessarily having with clients.

Social Security

Find answers to some of the most common questions about Social Security, so clients can start thinking about how to supplement their income in retirement.


One-third of people age 85 and up have Alzheimer's, according to the Alzheimer's Association. Use research from MIT AgeLab to help families financially prepare.

Effective client communication

Learn which words work (and which definitely don't) when talking to clients about their finances, according to research by Transamerica and Luntz Global Partners.