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The Intergenerational Divide: Don't Let Your Book Die With Your Clients

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most-valued clients.

  • Sep-30-2020
  • Brochure
  • advisor
  • PUB ID: TAPX016215

Role of the Guardian

Definition, description and listing of key duties performed by a Guardian.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W9

Role of the Advanced Health Care Directive

Definition, description and listing of key duties performed by an Advanced Health Care Directive.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W8

Role of the Power of Attorney

Definition, description and listing of key duties performed by a Power of Attorney.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W7

Beneficiary Audit Worksheet

The Beneficiary Audit Worksheet is designed to help clients conduct a periodic review of their beneficiary designations to ensure they are up-to-date and accurate.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W2

Personal Information Checklist

A document meant to centralize one's personal, financial and administrative information to be completed and organized for the benefit of one's family and/or beneficiaries.

  • Sep-21-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W1

968914-TAPX588558 Aging Conversation Starters Rebrand_v3.indd

Suggestions for how to start the conversation with clients about planning for potential care and housing costs related to aging.

  • Apr-14-2021
  • Brochure
  • advisor
  • PUB ID: TAPX588558

The Hidden Cost of Aging Brochure

A compelling overview of how unexpected age-related care and housing expenses can derail a long-term retirement plan. Provides a summary of housing options as well as family, lifestyle, health care and financial considerations for each to help you formulate a plan.

  • Apr-20-2021
  • Brochure
  • public
  • PUB ID: TAPX015653

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Sales Desk 1-800-822-5544 or your sales contact for more information.