Q4 Spotlight: Team Efficiency

This quarter, we’ll focus on team efficiency and AI to reduce administrative friction, personalize client experiences, and turn memorable moments into a systematic part of the practice.

Latest News & Research

October is Cybersecurity Awareness Month

Clients care about how you handle their data as much as how you grow their money. Brush up on cybersecurity best practices with this guide.

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Client Resource

Avoiding Financial Scams and Identity Theft

Help your clients protect themselves against online theft and fraud with this guide that can be customized with your firm name and logo.

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Client Resource

Online Safety vs. Cyber Scams

10 easy cyber hygiene practices that can help your clients avoid cyber headaches!

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Practice Management

Expert resources on a host of topics designed to help you gain clients, time, and knowledge

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Advisor Growth

The Core Four: Legal Documents Everyone Should Have

If anyone becomes mentally or physically incapacitated, they need four documents to form a clear plan and coordinated safety net.

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Advisor Growth

How to Pay for College

See how 529 plans, savings, cash income, gifts, and loans affect taxes and financial aid and why the order clients utilize them matters. (Client-Approved, Customizable Article)

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Team Efficiency

Streamline, Differentiate, Grow: Time Management Strategies

Top advisors don't work more hours — they protect the hours they have. Time management isn't about doing more. It's about cutting what shouldn't be done at all. Discover how to do it.

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Advisor Education

Online Safety vs. Cyber Scams

10 easy cyber hygiene practices that can help your clients avoid cyber headaches!

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Team Efficiency

Will AI Replace Financial Advisors?

AI isn't replacing financial advisors — it's amplifying them. Tech handles the data; advisors handle the trust. Be fluent in the tools but stay focused on the client.

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Advisor Growth

Behavioral Finance: How to Become the Trusted Advisor for Next-Gen Clients

$124T is moving to women and younger heirs, and 70% will likely fire their current advisors. Advisors who apply behavioral finance to client relationships will retain them.

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Videos

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More than Money: Serving a New Generation of Investor

Jackie Wilke of First Trust will show you how to be a trusted partner for next-gen investors with behavioral finance, personalized planning, and engagement in today’s evolving wealth landscape.

Other Videos

From First Meeting to Forever Client
Four Unconventional KPIs to Help You Think Like a Business Owner
Retain Heirs, Grow Your Practice

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Founded in 2013, Delaware Life Insurance Company is a member of Group 1001, a collective that empowers companies to create positive growth. Everything we do is designed to help individuals and communities thrive.

Our insurance and annuities make financial products easy to understand and accessible to all. Our online investing platform gives individuals control over their savings and their futures. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports.

Because we all have the power to grow better.

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Contact Us

10555 Group 1001 Way
Zionsville, IN 46077

[email protected]1.800.374.3714

Legal

We are pleased to provide you with our new Licensing and Appointment contact information: [email protected], P O Box 80099, Indianapolis IN 46280 and (t) 800-374-3714.

Guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company and are subject to product terms, exclusions, and limitations.

Annuities are long-term investments vehicles designed for retirement purposes. Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your financial professional can provide you with complete details.

Annuity products issued by Delaware Life Insurance Company (Zionsville, IN), which is authorized to transact business in all states (except New York), the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Product availability and features may vary by state.

This communication is for informational purposes only. It is not intended to provide, and should not be interpreted as individualized investment, legal, or tax advice. To obtain such advice, please consult with your investment, legal, or tax professional.

NOT FDIC/NCUA INSURED | MAY LOSE VALUE | NO BANK/CREDIT UNION GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

This website is for U.S. persons only, and information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or regulated.

2025070074 | EXP 07/27

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