FIELD GUIDES

Changing the conversation

Financial concerns are evolving. When clients come to us or meet with their financial professionals, the conversation is seldom just about money. 

That's why we've built a series of resources to help you address the bigger picture in your client's lives. 

From Social Security, to cancer concerns, to dementia and more, these topics aren't always comfortable or easy. But knowing how to guide your clients, when they need you the most, is important ⎯ and can truly set you apart. In fact, this is exactly the kind of guidance and support clients are asking for.

Eighty-one percent of people said it would be very or extremely valuable for a financial professional to consider their health and potential health expenses while building their financial strategy.*

Strong client relationships start with meaningful conversations. Get started below.

Start exploring

Discover resources to help you build deeper, more meaningful client relationships.

Social Security

What your clients need to know about Social Security.

Dementia

Findings from the MIT AgeLab to help families prepare.

Effective Client Communication

It's not what you say to clients, it's what they hear.

Coping With Cancer

How to help clients when they need you the most.