Working with a Financial Advisor | Brighthouse Financial
Are you a financial professional?
No Yes

This site was created and intended for use only by financial professionals.

Brighthouse Financial, its agents, and representatives may not give legal, tax or accounting advice and this document should not be construed as such. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Like most insurance policies, Brighthouse Financial policies contain certain exclusions, waiting periods, reductions, limitations and terms for keeping them in force. All policies and riders may not be available in all states. Ask your representative for complete details

Brighthouse Financial, Charlotte, NC 28277.

You are about to leave the Brighthouse Financial website.
No Yes

As part of the ongoing transition, certain Brighthouse Financial features are serviced by MetLife.

Back
Products
Annuities Shield Annuities (Index-Linked Annuity) Variable Annuities with FlexChoice Access Guaranteed Income Builder Income Annuity Fixed Rate Annuities
Life Insurance Brighthouse SmartCare (Hybrid Life and Long-Term Care Insurance) Term Life Insurance
Prospectus and Performance Reports
Fund Resources
Featured Product
Learn about Brighthouse SmartCare®, life insurance that can do more than one thing
Back
Education
All Education Retirement Planning Retirement Lifestyle Healthcare Planning for Retirement Retirement Income Solutions Estate and Legacy Planning Working with a Financial Advisor
Featured Content
Managing the Financial Impact of Divorce or Loss of a Spouse
Back
About Us
About Us Overview Our Story Investor Relations Careers Newsroom
Brighthouse Financial History Timeline
Brighthouse Financial has a storied history. View our milestones

Working With a Financial Advisor

Explore simple ways to build or strengthen the important relationship with a financial advisor.

All Categories

Retirement Planning

Retirement Lifestyle

Healthcare Planning for Retirement

Retirement Income Solutions

Estate and Legacy Planning

Working with a Financial Advisor
4-Minute Article

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

Latest in Working with a Financial Advisor
5-Minute Article
Ways to Improve Financial Health With an Advisor

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.

2-Minute Article
3 Questions to Ask Your Financial Advisor 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.

6-Minute Article
The Financial Advisor Questionnaire

Financial experts revealed which questions are most important when looking for & working with a financial advisor.

4-Minute Article
6 Ways to Futureproof Your Retirement Plans

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

5-Minute Article
5 Questions All Women Need to Ask a Financial Advisor

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

10-Minute Article
Finding a Financial Advisor to See You Through Retirement

Consider these five characteristics when selecting a financial advisor to help you achieve long-term goals.

Quiz
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 advisor.

5-Minute Article
6 Questions to Ask an Advisor During an Annual Meeting

An annual retirement plan checkup is the chance to update your advisor about your financial situation and discuss topics that can help keep you on track.

3-Minute Article
5 Questions to Ask a Financial Advisor

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

3-Minute Article
How to Build a Strong Relationship With Your Advisor

Follow these tips to help create a strong, collaborative relationship with your financial advisor.

Load Next 1
Next Category

Retirement Planning

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.

See All Retirement Planning
Need Help?

  • Life Insurance

    (800) 638-5000

    Annuities

    (800) 638-7732
  • Mon–Fri, 8am–7pm EST
  • Or visit our Support Center
About Us
Connect with Us
Brighthouse Financial Logo

© 2019 Brighthouse Financial, Inc.

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 applying the information provided in this material, you should consider your other assets, income, and investments – such as the equity in your home, your Social Security benefits, any IRAs, savings accounts, and other plans that may provide retirement income, as those other assets may not be included in this discussion, model, or estimate.

The material on this website should not be interpreted as a recommendation or as fiduciary investment advice by Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, or Brighthouse Securities, LLC.