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Articles
6 Simple Memory Aids, Tools, and Strategies
How to stay mentally fit as you age
Article / Health
Everyone faces different degrees of memory loss as they age. Learn 6 strategies to help improve memory, no matter what stage of aging you're in.
7 Great Travel Tips to Keep Your Identity
How to prevent identity theft when you're away from home
Article / Finances
Whether you're hitting the open road or flying overseas, travelers who've logged the most miles have a few routines that help keep them safe while they're away from home. Read more about a few habits worth developing when making plans to get away.
Aging Gracefully
Ways to stay active and get better as you age
Article / Health
Learn more about four key areas that affect how you age, plus practical tips for navigating through different phases of aging.
Can Loneliness Affect Your Physical and Mental Health?
What lack of connection can mean to your health
Article / Health
Several significant studies have looked into loneliness and social isolation and each reports a similar conclusion: loneliness can impact your physical and mental health. Learn more about these health risks and how you can take care of yourself and those you love.
Caregiving in Retirement
From providing care to receiving care
Article / Health
Learn more about options for caregiving, whether you need to provide care, receive care, or prepare for long-term care.
How to Recognize (and Avoid) Common Phone Scams
Create a plan for dealing with fraud
Article / Finances
Older adults lose billions of dollars each year to financial exploitation and fraud. Learn about three scams that are often reported and what to do to avoid becoming a victim.
Keeping a Healthy Mind and Body in Retirement
Understanding integrative healthcare and the options available
Article / Health
Older adults lose billions of dollars each year to financial exploitation and fraud. Learn about three scams that are often reported and what to do to avoid becoming a victim.
Pets in Retirement
Using pets to combat struggles
Article / Health
Read more about how pets can boost your activity level and your morale—plus ways to get the benefits without actually owning a pet.
Taking Control of Your Legal Life
Essential legal documents everyone needs
Article / Finances
Individual situations can make it difficult to pinpoint exactly which legal documents you need. However, most legal professionals agree planning for different possibilities can save time, effort, and stress. Learn more about what to look into with your legal and financial professionals.
Tips to Improve Communication with Your Healthcare Provider
How to talk with your doctor for better results
Article / Health
Effective communication with your doctor can create better outcomes and increase patient satisfaction. Read more about how to prepare for doctors' visits and how to keep communication open.
Side Hustles At—and After—Retirement
Earn extra money while having fun
Article / Finances
Whether you're close to, just starting, or deep into retirement, finding a side hustle can mean some quick extra cash or a way to have fun and enjoy the challenge of "what could happen if...". Whatever your reason, here are a few ideas for taking on a side gig and generating some extra money.
Solving for Longevity
Webinar / Business building
Running out of money is a top financial concern of clients nearing retirement. Find out how you can address this top cause of concern with strategies that help ensure your clients won't outlive their money.
3 Stages of Retirement
Webinar / Business building
Learn more about how to guide clients toward making the most of all three retirement stages ... whether they're focused on accumulating money, turning savings into income, or wondering how to access their money later in retirement.
Economic Update with Morningstar
Webinar / Industry update
In this month's webinar from July 2019, Justin Rafferty talks with Carolyn Szaflik of Morningstar Investment Management LLC. Carolyn reviews the global equity and fixed income markets, discusses where there may be investment opportunities, and explores how this translates into the managed portfolios available through Sammons Financial Network LLC.
Income Crisis
Audio update / Business building
Many people are uneasy about retirement, thanks to dwindling retirement plans and long-thought concerns about Social Security's stability. Lean more about options that may help your clients leave these concerns in the dust by providing a protected, guaranteed income stream they may need in retirement.
Retirement Conversations Your Clients Want to Have
Audio update / Business building
Learn more about how to guide clients toward making the most of all three retirement stages ... whether they're focused on accumulating money, turning savings into income, or wondering how to access their money later in retirement.
Solving for Longevity
White paper / Business building
Living longer should not be looked at as burdensome to your clients, and rethinking how you help them plan for their longevity may be the key to their overall retirement confidence and success. This white paper helps reposition longevity expectations and suggests options to self-insure against longevity.
It's All in Prevention: Help Leave Concerns of a "Retirement Income Crisis" in the Dust
White paper / Business building
Learn how to help clients leave concerns of a "retirement income crisis" in the dust. This white paper details relevant statistics of where we are today, factors that contribute to retirement preparedness, and the opportunity the current circumstances may offer financial professionals.
