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Access this online library of goals-based educational materials for more productive client conversations.
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Determine which IRA is beset for you and how much you are able to contribute.
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Building Your Client’s Retirement Plan
Finding the right plan to match each clients’ goals will help contribute to their investment success.
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Contributing to a traditional IRA can create a current tax deduction, plus provide for tax-deferred growth.
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Investment Calculators and Tools
Interactive tools that can help with clients’ financial planning.
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Back to Basics: Three Steps to Reinvigorate Your Client Relationships
Making meaningful connections with clients is the foundation of any successful practice.
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Estate planning terms to add to your vocabulary.
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A simple tool to help you plan for college.
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Higher Taxes are Likely in 2022
The question is, which taxes will be impacted and by how much?
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7 Best Practices of Effective Investment Policy Committees
There are several best practices that can help ensure a successful committee approach.
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Defending Against a Declining Dollar
Has the US dollar bear emerged from hibernation?
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Building a Sustainable Recovery
Accelerated vaccine campaigns, additional stimulus, and a surge in business activity as industries reopen set the stage for global economic growth.
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Alternatives include a spectrum of assets and strategies, each designed to target different benefits.
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REITs Well Positioned for a Grand Reopening
Vaccines, policy and consumer trends are uniting to create opportunities across the real estate landscape, setting up 2021 as a potentially strong “vintage year” for REITs.
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A simple tool with a step-by-step guide to produce benefits estimates.
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Advisor Education: Building a Better Retirement Practice
A program with actionable ideas to adapt and accelerate your practice.
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This program helps you systemize "WOW" across your practice – helping you cultivate loyalty among existing clients and attract new business.
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Opportunities and insights on how to engage with clients and manage your business.
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Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Help your clients understand how it will affect them.
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Portfolios Designed to Stand the Test of Time
flexible, cost-efficient asset allocation framework.
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Interactive tools you can use with clients to map out their financial plan.
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How to plan and promote memorable Virtual Events.
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Addressing rising stress and its concerning negative impact
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Professional fund buyers seek alpha, diversification — and defense.
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The Case for International Small-Cap
International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.
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Defined Contribution Resources
Explore resources to help you start or augment your DC business.
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Use these client-use presentations and supporting materials to share timely investment topics with clients.
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This tool can help you customize benefits filing strategies for your clients.
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What’s Your Retirement Income IQ?
Are you an expert on what it takes to generate income once your regular paycheck stops?
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Compare up to five funds from across a wide range of performance and risk metrics.
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Weekly insights and market overviews from John Hancock.
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The Elements of Extraordinary Teamwork
This flexible, ongoing curriculum will help you combine the core elements of team chemistry to transform your team and provide an exceptional client experience.
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BrainWorks: Simple Solutions for Staying Sharp
Learn the critical components of brain health and training with this program, as well as help your clients create a personalized plan for training their brains like their bodies.
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Igniting Acquisition: FireStarters
This program offers a step-by-step process to ignite client acquisition by targeting the "right" prospects and delivering an extraordinary prospect experience to win over new clients.
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Learn the process to unlock and understand your clients' deepest interests and turn every negotiation into a win/win.
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Portfolio Construction & Strategy
This tool is designed to help you keep your clients on track while giving you a distinct competitive advantage.
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Why Some Advisory Teams Do More Business than Others
Knowledge Labs™, in collaboration with The Investments & Wealth Institute and Cerulli Associates, explored 2,800 Advisory Practices to learn what qualities are shared by the most successful teams.
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Behavioral finance meets client experience.
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A recent survey on the drivers and impact of negative stress on FAs.