Q2 Spotlight: Advisor Education

In Q2, we’re focusing on resources for Advisor Education. We have a library of informative materials to help you stay on top of the latest topics and trends.

Latest News & Research

Navigating Financial Risks

Colin Lake joins InvestmentNews’ Gregg Greenberg to introduce Delaware Life’s L.I.V.E. framework, which helps retirees and advisors rethink four key retirement risks: Longevity, Inflation, Volatility, and Emotion.

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Advisor Education

Making RMDs Work for You

RMDs are neither good nor bad, but they may prompt questions from your clients. Use this flyer with clients to help them learn more about how RMDs work and their role in retirement strategies.

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In the news

Delaware Life brings innovative cryptocurrency index to Fixed Index Annuities

Delaware Life announced today the launch of a cryptocurrency index available exclusively through Independent Marketing Organizations (IMOs).

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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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Advisors Efficiency

Succession Planning for Financial Advisors

Have you thought about a succession plan for your practice? See how a well-designed succession plan protects your legacy, your practice’s value and your clients’ trust.

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Advisor Education

Making RMDs Work for You

RMDs are neither good nor bad, but they may prompt questions from your clients. Use this flyer with clients to help them learn more about how RMDs work and their role in retirement strategies.

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Advisor Education

Financial Advisor Client Communication

Deepen your client relationships through effective communication. See how consistency, thoughtful listening, personalization, and simplicity can easily make a difference.

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Team Efficiency

Developing a Successful Financial Advisor Team

Winning teams thrive on trust, productive conflict, commitment, accountability, and results. Discover why a clear team structure matters now and for the future.

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Advisors Efficiency

Ten-PLUS Business Plan Essentials

Your business plan is a roadmap for your practice. Discover best practices and strategies to build a resilient, practical, and effective plan.

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Advisor Education

Talking Annuity Taxation

Help your clients understand the rules and opportunities of annuity taxation by connecting the dots between annuity strategy and tax outcomes.

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Videos

Explore webinar recordings, industry commentary, and more.

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From First Meeting to Forever Client

The Science of Conversations That Build Trust. Most advisors believe they’re good at conversations. But good conversations don’t always build trust. Trust isn’t something you convince people of—it’s the result of the conditions you create in a conversation.

Other Videos

Four Unconventional KPIs to Help You Think Like a Business Owner
Retain Heirs, Grow Your Practice
Elevate Your Efficiency

Additional Resources

Find a wholesaler, get customized client articles, calculators, and more.

Get Connected

Find your Delaware Life wholesaler for more resources, support and solutions.

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Client Resources

Elevate your efficiency and client engagement with customizable articles, calculators, and quizzes.

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Customizable Client Articles

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Calculators

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Quizzes

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.

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