Empowering Fierce Female Investors

Content and Ideas for Morgan Stanley

Thanks for joining the Alliance and Jean Chatzky for the happy hour event. Read on for ideas and next steps to engage and empower your female clients looking to protect their investments.

Morgan Stanley has already endorsed outreach to four of the personas the Alliance for Lifetime Income has developed. These personas are based on unique consumer surveys and research conducted by the Alliance.

• A Next Best Action is available here to help sort your clients and determine who meets the criteria for these personas.
• Learn more about each persona here – Jackie, Sue and Ben, Mary and Ed, and Peggy.
• To read more about the Alliance and HerMoney “State of Women” surveys, click here.

Additional FINRA reviewed content by the Alliance can be accessed below.

How to Think About A “Retirement Reset” During Times of Uncertainty (Client Content):

• Code: MSA220001
• Exp Date: 4/12/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

What Path Will You Take in Retirement? (Client Content)

• Code: MSA220002
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

Longevity, Life Expectancy, And Lifetime Income (Client Content)

• Code: MSA220003
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

Using Annuities to Offer Protection When Markets Go Down (Client Content)

• Code: MSA220004
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

Financial Protection: A New Asset Class for Retirement Plans (Client Content)

• Code: MSA220005
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

How To Create A Family Legacy With Annuities (Client Content)

• Code: MSA220006
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: link

Jackie — Survivor Hidden in Plain Sight

• Code: MSA220008
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A

Sue And Ben — Should We Be Doing More?

• Code: MSA220007
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A

Mary And Ed — Excited About Their Next Chapter

• Code: MSA220009
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A

Peggy — A Widow Empowered by Planning

• Code: MSA220010
• Exp Date: 4/26/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A

Client Conversation Profiles

• Code: MSA220011
• Exp Date: 5/31/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A

New Client Profiles Help You Spot Fresh Opportunities to Connect

• Code: MSA220012
• Exp Date: 5/31/24
• Time Limit: 2 Years
• Resource Center Link: link
• FINRA Letter Link: N/A