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Working With a Financial Advisor

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Working with a Financial Advisor
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5 Decisions You Might Not Think to Discuss With a Financial Advisor – But Should

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Financial advisors can offer more than just retirement planning advice. Learn how they can help with a range of goals that affect overall financial health.

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3 Questions to Ask Your Financial Professional During Market Volatility

Ask these questions to help understand more about what’s driving the changes in the market and what you should – or shouldn’t – do about it.

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6 Ways to Futureproof Your Retirement Plans

Key topics to discuss during your annual checkup to keep your plans on track for the future.

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5 Questions All Women Need to Ask a Financial Professional

Make informed decisions about key issues and take charge of your financial future.

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What Type of Investor Are You?

Our quiz can help you identify your investor type, understand your investing style and money management, and how you can effectively work with your financial professional.

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The Financial Professional Questionnaire

Key questions to ask when looking for and working with a financial professional.

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5 Questions to Ask a Financial Professional

Learning about an professional's approach helps ensure you'll find the right person for you.

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Take a closer look at the essential ingredients of an effective retirement plan — and put yourself on the path to success for life after retirement.

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Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial is the brand name for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company.

Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies.

In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.