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FIELD GUIDES

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.
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Dementia

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.
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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.

Medicare

Get up to speed on the basics, so you can help clients manage the expenses Medicare won't cover.

Preventing elder fraud

Protect your clients' hard-earned portfolios - and your business - by taking steps to help prevent fraud rather than react to it.

Wealth + health

Use the powerful links between wealth + health to help clients live better, longer. Because what is one without the other?
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