Your clients need life insurance coverage. Almost half of American households have no life insurance coverage1, and over 60 million households that do have coverage feel they are underinsured. Sales potential for the underinsured life insurance market is $12 trillion dollars and GROWING; over $340 billion per year. View more compelling statistics. Client profile worksheet.
The Last of Its Kind
Those born before January 2, 1954 are the last group of workers who are still eligible to take advantage of Social Security’s filing restricted for a spousal-only benefit strategy. If you’re wondering where that leaves the rest of your clients, let’s review the filing strategies that are still available today. Learn more.
Listen as our Advanced Markets Attorneys provide insight on their predictions for trends, developments, and planning opportunities for the new year. This show is one of our most popular JHAM programs and is not to be missed!
Policy Review
Do you know the biggest opportunity for new sales may be your existing clients? Send this flyer to your clients to help them see the need and initiate the conversation. Learn more.
Women May Be the Key to Growing Your Practice
Women’s need for financial services continues to grow. With more women graduating from college than men, women are closing the pay gap and becoming the wealthier sex. The 2016 Allianz Women, Money, and Power® Study showed that more than one-third of women report being the sole or primary household breadwinner and half responded that they made the long-term financial decisions in their households. Even for those who aren’t the primary wage-earner, women often influence spending and saving decisions in their home. Yet according to the study, only 30% of women are working with a financial professional. This indicates a need and an opportunity. Find out more.
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Your clients need life insurance coverage. Almost half of American households have no life insurance coverage1, and over 60 million households that do have coverage feel they are underinsured. Sales potential for the underinsured life insurance market is $12 trillion dollars and GROWING; over $340 billion per year. 
Those born before January 2, 1954 are the last group of workers who are still eligible to take advantage of Social Security’s filing restricted for a spousal-only benefit strategy. If you’re wondering where that leaves the rest of your clients, let’s review the filing strategies that are still available today. 
With exemptions at an all-time high and certainty that there will be no “clawback,” gifting is a straightforward way to fund trusts and help clients achieve their legacy planning goals. Use these resources to get started: .png)
Listen as our Advanced Markets Attorneys provide insight on their predictions for trends, developments, and planning opportunities for the new year. 
Do you know the biggest opportunity for new sales may be your existing clients? Send this flyer to your clients to help them see the need and initiate the conversation. 
Women’s need for financial services continues to grow. With more women graduating from college than men, women are closing the pay gap and becoming the wealthier sex. The 2016 Allianz Women, Money, and Power® Study showed that more than one-third of women report being the sole or primary household breadwinner and half responded that they made the long-term financial decisions in their households. Even for those who aren’t the primary wage-earner, women often influence spending and saving decisions in their home. Yet according to the study, only 30% of women are working with a financial professional. This indicates a need and an opportunity. 
