Weekly News

Express
In this issue:

• Start the Year Right With the Living Promise Record Keeper
• New Year Conversations That Matter: Introducing Long-Term Care Early
• New Year, New Plan: Why Long-Term Care Belongs on Every Client's 2026 Checklist
• Hope for the Best, Plan for the Unexpected in the New Year
• A Fresh Start for Financial Wellness: Planning for Critical Illness in the New Year

Bridging the gap: Helping clients prepare for health care costs in retirement
Rising health care costs threaten retirement security, leaving many Americans aware but inactive.  Financial professionals can bridge this gap through education, Medicare guidance, and personalized planning tools to help clients manage expenses and reduce stress for long-term financial confidence. Read the article.

Maximizing retirement income through tax efficiency
Tax-efficient retirement planning focuses on strategies to maximize after-tax income, extend portfolio longevity, and preserve estate value by optimizing savings and withdrawal decisions for long-term financial security. Read more.

See why agents are raving about this client-ready tool
Helping clients “renovate” their financial home can feel like a challenge, but with the right resource, it can be simpler than ever. Just ask Jonathan K. from Florida, who shared how the North American Financial Home Makeover can help you identify gaps, build trust, and start the right conversations with clients about preparing for retirement. Watch the video.