Your clients rely on you to help them navigate the ever-changing financial and economic landscape. That’s why the Investment Management and Research team shares institutional quality analysis and investment insights you can trust. Are you asking: 

• Can you help me assess the current economy and its effect on investing? 

• What are the advantages of bond mutual funds versus individual bonds?

• Can you help analyze the performance of an individual equity? 

• Can I get assistance with asset allocation or portfolio management?

When you have investment management questions, our Investment Advisory Consulting team provides actionable solutions—and answers questions such as:

• How do I create a detailed proposal to present to a prospect?

• What can my clients do to succeed in current market conditions?

• How should I price my fee-based and advisory services?

• Can you supply guidance on how to delegate portfolio management?

To address clients’ challenges, you need diverse and deep knowledge. Find solutions for business or estate planning, charitable giving, stock options, taxes, and much more by connecting with our Advanced Planning team. Get answers to questions such as:

• How can I mitigate risk and taxes from concentrated stock positions?

• What’s the best time for my clients to claim social security benefits?

• Are there opportunities to improve my clients’ estate planning?

• How can I better understand my clients’ equity compensation awards?

Forging a path that meets clients’ unique retirement saving needs also deepens your relationships with them. Whether you’re looking for investment analytics and monitoring tools, plan guidance and benchmarking, or fiduciary services, our Strategic Retirement Solutions team is your one-stop resource. We’re here to answer your questions, including: 

• Do you offer informed, reliable guidance on a range of retirement products and technical topics?

• How can you help with promoting my offerings, attracting prospects, and engaging with plan sponsors, participants, and individuals?

• What resources are available to help me with my investment fiduciary responsibilities?

• How should I approach my pricing, service models, and business structure?

To choose the most appropriate annuity options for your clients, you’ll need to stay on top of industry and product changes, which means having access to a wide selection of annuity solutions. Our Annuity Research team helps with requests such as: 

• Can you provide me with current rates, rider resources, product comparison, and carrier ratings? 

• How can I most effectively use guaranteed income to improve a retirement plan’s chance of success? 

• Can you help me with comprehensive reviews of in-force annuity contracts? 

• Where can I go for illustration support, case design, and product training?

Fully protecting your clients requires having an efficient business partner to guide you through insurance processes, including risk transfer. Commonwealth’s Insurance team addresses concerns such as: 

• Are there resources available to address both personal and business insurance questions? 

• Where can I find recommendations for insurance products and carriers? 

• How can I get application fulfillment assistance? 

• Who will provide me with post-application support and updates? 

Through our partnership with Ash Brokerage, we’ll guide you to confident recommendations and implementation of the entire spectrum of life, long term care, and disability income insurance products.