We’ve got you covered with insights, approaches, and solutions. Use the Life Sales Focus kit to learn more about the tools to help you create more life insurance sales opportunities. The links below provide access to all the materials contained in this kit mailing:
Time-saving Principal Life Online—an easier way to work with us
Webinar: How a Changing Economic Outlook Impacts Your Business
Many carriers often state that certain product actions are due to “a low interest rate environment and high volatility.” What does that mean? How low is low? How high is high? And what is an inverted yield curve anyway? How does this change the planning (and solutions) that you provide? Join us at John Hancock to better understand how the broader economic environment impacts your business, your clients, and the products you sell. Register here
NEW On-Demand Presentation: The Evolution of IUL
Fixed index universal life insurance represents 25% of a $2.7 billion total life insurance market. With so much opportunity, it is important to understand the new product designs being introduced into the marketplace.
The newest presentation from Allianz – “The Evolution of IUL” featuring Todd Petit (AVP Advanced and Specialty Markets) – will help you navigate this growing landscape.
Helping Your Clients Navigate Social Security Options
As your clients approach retirement, they will likely face a host of decisions that could significantly impact their financial future. Nationwide has tools, resources and thought leadership to help you prepare for these important discussions. Follow this link to learn more: Nationwide Retirement Institute: Social Security – The choice of a lifetime Social Security Guide.
What Happens to an Individual Retirement Account (IRA) When the Owner Dies?
Is there a way to help minimize taxes, maximize tax deferral and provide beneficiaries with a lifetime income stream? One solution is the inherited IRA. Learn more here.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
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