Rodney Branch

Retirement Management in the Age of Longevity 💼 Are your retirement strategies ready for clients living well into their 90s? As lifespans grow, so does the complexity of retirement planning. This is where the Retirement Management Advisor® (RMA®) certification comes in — offering a comprehensive approach to navigating longevity risk, dynamic income strategies, and personalized retirement plans. Our latest blog explores how RMA certified advisors are uniquely equipped to support today’s retirees with resilience and empathy, helping them thrive through retirement’s most complex challenges. 📄 Swipe through the blog in the PDF below to learn why RMA® professionals are becoming the new “rock stars” of retirement planning! #RetirementPlanning #RMA #FinancialAdvisors #InvestmentSense

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Balancing risk and opportunity is key to planning for a stable and comfortable retirement.📈💡 Explore our latest blog to learn more about how to navigate risks and seize opportunities for a more secure and prosperous retirement: https://bit.ly/3yHySQJ #retirementrisk #retirementopportunity #retirementsecurity #retirementplanning #iowaretirement

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Financial planning tools and training are important for advisors working with full-service and mutual fund dealer firms. Find out how these entrepreneurial professionals would like to be guided, in the 2024 Dealer’ Report Card! 

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Leverage our integrated RIA and broker-dealer capabilities to quickly offer embedded investment options to your customers. Build curated investment lineups, broaden your broker experience, and even support a robo-advisor for a managed investment experience. Get started today👇🏻 https://lnkd.in/eFavMcrX #RIA #investmentoptions #investment #broker

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Considering a new content marketing strategy? Explore how partnering with an OSJ like Evolution Financial Advisors can give you the tips and direction you need. We offer tailored guidance on compliance, operational support, marketing, content, and more, empowering you to focus on what matters most: your clients. Learn more today: https://bit.ly/3OLXT14 #FinancialAdvisorMarketing #OSJPartner #OsaicWealth

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Curious if life insurance can be used as an investment tool? Matthew Liebman, CFA®, CRPC®, CAIA®, Aaron Marks and Patrick Swift, CFP® provide their professional insights in this clip. Watch the full episode of the Amplifier podcast: https://bit.ly/3Rr6gkS

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If rates go down, “locking in a fixed annuity rate now is a smart strategy that offers stability, predictability, and the potential for more favorable interest accumulation,” noted Dave Byrnes, Head of Distribution at Security Benefit, in a new ThinkAdvisor article. If rates go up, "buying a fixed annuity and holding to the end of the rate guarantee period is a way to get an asset that’s safer even than a typical bond,." To learn more about this versatile asset class, check out https://lnkd.in/eHKqSJiH.

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A great article on the importance of #longevity in financial planning.

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Succession planning isn’t just a “nice to have”: Advisors owe it to their clients to proactively plan for their own retirement. John Taft explains in his latest blog. https://bit.ly/4bB6GNr

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The 2024 editions of the Retirement Plan Participant Experience Benchmarks are now available. This year's research found that plan providers focused on streamlined navigation and holistic financial planning over the last year, but participants still want more usability improvements. Watch our preview video for more details on the methodology behind this research. https://lnkd.in/en_SqfwQ

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CFP® professionals, are you looking to stay ahead in the ever-evolving world of financial planning? CFP Board's Industry Insights page is your go-to resource for the latest trends, research and data. Learn how to navigate the complexities of today’s market and better serve your clients: https://lnkd.in/e6f_XSxa #CFPpro #FinancialPlanning  

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