Randhir Judge

In an authored article for Outlook Money , our CDO Anup Seth explains why your 40s are the defining decade for financial planning—when earnings, responsibilities, and aspirations converge. He also highlights the key priorities to focus on in this phase to build a strong foundation for retirement. #FinancialPlanning #RetirementPlanning #FutureReady #Leadership #MoneyMatters #LifeInsurance #ThoughtLeadership #40sDecade #FinancialWellbeing

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Advisors are increasingly pivoting to annuities as client priorities change, according to the new PRIP report from the Alliance for Lifetime Income.   Two-thirds (65%) of financial advisors are changing their retirement investment advice to clients, with 50% saying they are putting more client investments into annuities, which ranks as the most popular change in investment strategy.   Read more >> https://zurl.co/5Ri9f   #Annuities #FIAs #RetirementPlanning

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Think MFDs just "sell mutual funds"? Think again. MFDs do way more than recommend funds—they guide, protect, plan, nudge, and help investors stay on track emotionally and financially. From avoiding impulsive decisions to building long-term wealth, their role is as critical as a doctor or lawyer in your life. Watch now to understand the real value MFDs bring—because the biggest thing they save you from… is yourself. https://dub.link/Mba1C6V #InvestSmart #MFDMatters #FinancialFreedom #AssetPlus

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Retirement Plan Sponsors: Are You Prepared for the 3 F-Words That Could Impact Your Responsibility? In today’s regulatory and economic environment, retirement plan oversight is more complex than ever. That’s why it’s critical to stay ahead of the curve on the three key areas that affect all plan sponsors: Fiduciary, Fees, and Fear of Litigation. Join SWBC Retirement Plan Services experts Bradley Ferguson, CPFA® and Sara Matlock as they deliver The Rundown — a concise, insightful discussion designed to help you navigate these challenges with confidence and clarity. https://swb.us/4kYQBWP #plansponsors #retirementplans

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Entering the second half of 2025, financial advisors specializing in life insurance and annuities continue to navigate an environment marked by persistently higher interest rates and renewed equity market volatility. These advisors, now widely known as “financial security professionals,” have expanded their roles beyond selling policies to delivering comprehensive wealth planning services—including estate, tax, and retirement strategies—for affluent clients. Life insurance and annuities—once considered simple tools—are now key parts of wealth strategies that offer stability during market turmoil and support long-term investing. Forbes and SHOOK Research have once again teamed up to rank the best professionals in the insurance industry in our fifth annual ranking of America’s Top Financial Security Professionals. SEE LIST: https://trib.al/gMPAeA6

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