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Tax strategies

Tips to minimize taxes before - and during - retirement

Insurance tax rule changes: How will they impact clients?

How to minimize taxes and maximize cash flow in retirement

Estate planning

Have you met with your clients' heirs? How to build that relationship today

All about estate planning, from the simple to the complex

The power of guarantees in legacy planning

Don't forget insurance when retirement planning

Investing

Is it time to rebalance your client's portfolio?

Spend, save or pay down debt? Helping clients prioritize

How to keep clients from panicking in turbulent times

Balancing future needs with 'right now' needs

How to take advantage of volatile markets

Building the right portfolio

Smart strategies to diversify a portfolio

Why longevity is key to retirement planning

Taking the fear out of volatile markets

How to make the most of an inheritance

Retirement planning with TFSAs and seg funds

Foreign markets: Where are the opportunities now?

Retirement savings: When it's not enough

Four critical retirement investing mistakes to avoid

Retirement planning for the risk-averse

Balancing growth and guarantees in retirement planning

I want to retire in 10 years. How do I get there?

Retirement income

Annuities: Busting the myths

All about GIFs: Protection plus tax and estate planning advantages

Grow your client base by focusing on retirement income

What you need to know about annuities now

Anxious investors? How to build guarantees into their retirement plans

How guarantees can reduce the fear of investing

Why annuities should be on the menu for 2016

Creating a 'DIY pension' with guaranteed income products

When retirement happens: how to withdraw funds wisely

Insights

How CRM2 can strengthen relationships with clients

How to make women investors your clients for life

Go-to online resources you need to know about

VIDEO: Why every advisor needs a professional network

Are women lagging in retirement planning?

Top five traits of successful advisors

How the advisor's role is changing: Are you ready?

The changing needs of the boomer investor

Don't overlook the millennial client

When illness or disability derails retirement plans