Working With a Financial Professional

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

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Working With a Financial Professional

2-Minute Article

3 Questions to Ask Your Financial Professional During Market Volatility

Latest in Working With a Financial Professional

5-Minute Article

5 Ways to Improve Your Financial Health

Financial professionals can offer guidance that benefits your retirement goals and overall financial health.

5-Minute Article

5 Questions All Women Need to Ask a Financial Professional

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.

4-Minute Article

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

Here are five situations you may want to discuss with your financial advisor, as well as your other legal and tax advisors– either before or soon after they occur.

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What Kind 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.

6-Minute Article

The Financial Professional Questionnaire

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

3-Minute Article

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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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.

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Learn about Shield Level Pay Plus annuities, offering guaranteed income that lasts for life

Delaying Retirement Could Have Health and Financial Benefits

Brighthouse Financial has a storied history. View our milestones

Working With a Financial Professional

3 Questions to Ask Your Financial Professional During Market Volatility

5 Ways to Improve Your Financial Health

5 Questions All Women Need to Ask a Financial Professional

Finding a Financial Advisor to See You Through Retirement

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

What Kind of Investor Are You?

The Financial Professional Questionnaire

5 Questions to Ask a Financial Professional

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Retirement Planning