From understanding in-retirement issues like Social Security and Medicare to educating families about wealth transfer or college planning, your clients' challenges are numerous and diverse. By identifying a relevant plan that delivers compelling education married with personalized guidance, you can solidify existing relationships, garner a larger share of wallet, motivate referrals and attract new business.
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Quickly evaluate different MFs, CEFs and ETFs against one another
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Acquire & serve clients
|Program||Continuing education credits (1 hr)||On-demand||Audience||Abstract|
|Acquire & serve clients|
|Managing retirement income in 2021 and beyond||CFP, IWI||Register now||Financial Professional|
|Why Social Security matters: And how to make the most out of it||CFP, IWI||Financial Professional, Investor|
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