Reliance Standard Life

Global Leadership in Action! ?? ?? ?? We're proud to welcome back our AVP, Compliance Counsel Sharon Riley, who recently represented Reliance Standard at the prestigious Tokio Marine Group Next Generation Leadership Program in Tokyo. Her experience highlights the global strength behind our organization and reinforces our commitment to developing exceptional leaders. ? “This program offered a rare glimpse into our global organization’s operations. What struck me most was the number of Tokio Marine group companies throughout the U.S. and the world and how our sister companies work with one another to build synergies across the globe. What an honor to represent our company in this prestigious global leadership initiative!”?

Estate Planning Considerations for Women Business Owners: ? Business succession strategies ? Buy-sell agreement options ? Key person planning ? Multi-generational wealth transfer Your Reliance Standard representative can help you develop solutions-focused client conversations. ? 800.435.7775 ext. 3696 or ? [email protected] #BusinessPlanning #WomenInBusiness #FinancialAdvisors #RetirementStrategy

Give your clients confidence, partner with a company that's been providing reliable solutions for more than 100 years. #RelianceStandard #FinancialStrength #RetirementPlanning #AnnuityBusiness #FinancialAdvisors #RetirementSolutions

Give your clients confidence, partner with a company that's been providing reliable solutions for more than 100 years. #RelianceStandard #FinancialStrength #RetirementPlanning #AnnuityBusiness #FinancialAdvisors #RetirementSolutions

Happy Pi Day from Reliance Standard! Just as pi represents an infinite sequence, retirement planning requires ongoing attention to create lasting financial security. Consider these "slices" of retirement planning wisdom: ? Consistent contributions over time ? Protected income creates certainty in retirement ? Diversification helps manage risk ? Regular client reviews keep strategies on track Your Reliance Standard representative can help you deliver comprehensive retirement solutions that go full circle. #RelianceStandard #PiDay #RetirementPlanning #FinancialAdvisors #PracticeManagement

Key Strategies for Building an Inclusive Advisory Practice: ? Host women-focused educational events ? Create multi-generational planning opportunities ? Develop strategic partnerships with women business owners ? Implement regular client review schedules Contact us to learn how our retirement solutions can support your practice growth. ? 800.435.7775 ext. 3696 or ? [email protected] #RelianceStandard #WomenInFinance #PracticeGrowth #FinancialAdvisors #RetirementPlanning

Strategic focus areas for Q2: ? Contribution limit implementation ? Income planning conversations ? Tax season insights ? Client review scheduling Your Reliance Standard representative can help you leverage these opportunities. ? 800.435.7775 ext. 3696 or ? [email protected] #RelianceStandard #BusinessGrowth #FinancialAdvisors #RetirementPlanning

Grow & Support Your Female Client Base Expand your practice with focused strategies: ? Multi-generational planning approaches ? Women-focused educational events ? Retirement confidence building ? Long-term care conversations Contact us to learn how our retirement solutions can support your female clients' needs. ? 800.435.7775 ext. 3696 or ? [email protected] #RelianceStandard #WomenInFinance #PracticeGrowth #FinancialAdvisors

Reframe Retirement Discussions with Career Flexibility Insights Discussing career flexibility with clients reframes retirement planning conversations and may uncover new planning opportunities, such as: ? Creating strategies for long-term care planning ? Building multi-generational wealth transfer solutions ? Developing tax-advantaged retirement approaches Your Reliance Standard representative can help you leverage these planning opportunities. ? 800.435.7775 ext. 3696 or ? [email protected] #RelianceStandard #CareerFlexibility #Retirement Planning #FinancialAdvisors #Practice Management

College Planning & Protected Growth: FAFSA Season Strategies Help clients balance college savings with retirement security using tax-advantaged solutions. Key Points: ? FAFSA impact on retirement planning ? Tax-advantaged education funding options ? Balancing college and retirement goals ? Multi-generational planning opportunities Contact your Reliance Standard representative to learn more: ? 800.435.7775 ext. 3696 or ? [email protected] #RelianceStandard #CollegePlanning #RetirementStrategy #FinancialAdvisors