Next-level tools for your success

AdvisorNext

At Delaware Life, we're dedicated to your business. No matter where you want to take your practice, we'll help you get there with a host of articles and resources tied to timely quarterly themes.

Webinar Spotlight: The Washington Update

Missed our recent webinar featuring Jeff Bush of The Washington Update? Log into your OnePortal account to watch the replay. Don't have a OnePortal account? Sign up here.

Insights

Product Innovation and Investment Design in the Annuity Space

Colin Lake, President & CEO of Delaware Life Marketing, joined an expert panel with NASDAQ TradeTalks to explore the evolution of annuity investment strategies. He shared how technology is playing a pivotal role in this evolution and modernizing the advisor and client experience - and what it means for the future of retirement planning.

Investment Advisor Industry SNAPSHOT 2021, Second Edition July 2021. Wink Sales & Marketing Report 1Q2021. Wink Sales & Marketing Report 1Q2025.

Workshops

Educate and Engage

Our National Sales Consulting team will deliver added value to you and your clients with customizable workshops. Two topical seminars are highlighted below, but you can find all of our workshops and resources here.

Crucial Distribution Conversations with Clients in Their 50s

This CE-approved course will help you prepare your clients to transition from the accumulation phase to the distribution phase. Includes key information on Medicare and Social Security and tax-efficient withdrawal strategies.

Stay Calm and Carry On: The Known Secrets of Investment Success

In this timely workshop, your clients will be introduced to the benefits of staying invested in the market, avoiding investment mistakes, and employing proven strategies to increase the odds of investment success.

For more information or to schedule a workshop, contact your local Delaware Life RVP or the Delaware Life National Sales Consulting team at 844.DEL.SALE (844.335.7253) or [email protected]

Practice Management

A rotating selection of materials designed to help you save time and grow your practice.