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Insights & Resources

Follow emerging trends and dive into key financial topics with our expert-driven research, podcasts, webcasts, and more.

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Diversity, Equity & Inclusion | Insights

Loren Flood on Planning for Servicemembers

May 23, 2024

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Practice Management | Podcasts

Shares: Going Deep on FIAs and RILAs

By Michael Finke

May 20, 2024

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Retirement Planning | Insights

Planning for a Longer (and More Expensive) Retirement

By Michael Finke

May 20, 2024

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About The College | News

College News Roundup: Week of May 13, 2024

May 20, 2024

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Latest Episode

Going Deep on Annuities

Michael Finke, PhD, CFP® hosts Bobby Samuelson, president of Life Innovators, for an in-depth discussion on how financial advisors can use FIAs, RILAs, and other products in a sound planning strategy.

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Featured Episode

Specialized Knowledge

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Listen and Learn

Women Working in Wealth

Empowering and Engaging Women in Financial Services

NextGen in 10

The Future of Financial Services and the Generation Shaping It

Wealth, Managed

Today’s Top and Trending Wealth Management Topics