Insights
Your content hub for valuable information to make informed decisions, enhance client relationships, and drive your business forward.
Goals-based planning: How to connect with the next generation of clients
Learn how goals-based planning can help financial professionals connect money decisions to next-gen clients’ real-life priorities and strengthen relationships.
The Next Era in Bond Alternatives
See the next era in bond alternatives: Guaranty Guidepath Growth FIA, a fixed indexed annuity, with GAP Rider offering guaranteed gain, protection and upside potential.
A Fast-Growing Small Business Niche for Financial Professionals in 2026
Discover the small business niche for financial professionals growing fastest in 2026 and how to position your practice to reach these next-gen creator clients.
Help High-Earning Millennials Reduce Debt
Help high-earning millennials reduce debt so they can start investing and compounding wealth. Use a ready-made video to start client conversations today.
Why a Junior Financial Advisor Growth Strategy May Be the Smartest Move for Your Business
Discover why a junior financial advisor growth strategy can boost capacity, strengthen next-gen relationships, improve continuity, and future-proof your practice.
Why Providing Financial Education is One of Your Best Tools for Next-Gen Client Retention and Growth
How financial education helps financial professionals grow their practice by retaining heirs, attracting Next Gen, and protecting assets across generations.
Annuity Market Is Changing Trends Financial Professionals Need to Know for 2026
Explore 2026 annuity trends in product evolution, rate dynamics, and client expectations. Find out what financial professionals need to know to stay ahead
Is Your Biggest Roadblock What You Don’t Know About Next Gen Clients?
Learn why most heirs switch financial advisors after inheriting wealth—and how generational alignment can help professionals retain next-gen clients during the $124 trillion wealth transfer.
How Financial Professionals Can Make Themselves More Referrable
Help annuity-focused financial professionals earn more referrals by building trust, reducing client risk, and making it easy to share your value.
Why Now Is the Time for Short-Term Fixed Indexed Annuities
Market volatility isn’t going away. Here’s how to move client money off the sidelines—without locking it up for 10+ years.
Kuvare Publishes 2025 Annuity Trends: Navigating the Future
Kuvare’s competitive intelligence expert, JP Soltesz, authored an informative report about forward-thinking annuity trends for financial professionals…
How Legacy Planning Can Help Financial Professionals Tap Into New Lead Sources
Legacy planning offers a powerful opportunity. Financial professionals often focus on high-net-worth clients for estate planning, but…
Why Understanding Human Behavior Can Make You a Better Financial Professional
Ever wonder why clients do some of the things they do? That’s why understanding behavioral finance—which is the study of the…