Let your clients explore how Index Universal Life (IUL) insurance can help provide tax-free income over time. Short and easy to follow video explains how clients can withdraw cash value or borrow against the policy for any reason, including supplementing retirement income, and more. Watch video.
Retirement Income Planning Needs Strategy, Not Gimmicks
There isn’t a one-size-fits-all financial strategy, that’s why clients need a personal income approach that adapts to their ever-changing needs. You can help them plan for inflation, market volatility and the possibility of a longer life. Here are some online resources and tools to help you help them.
Video: This Looks Like a Job for a Superhero
On the surface, we know life insurance can offer valuable protection for loved ones. BUT it also has superhuman powers that people may not know about. Watch this video to learn more about the rate of return on a life insurance death benefit.
Take the Tax Conversation Beyond April 15
Your clients see you as a trusted partner. Reinforce that relationship this tax season and beyond by educating them about tax-deferred investing using the client-approved materials found here. And go to the Tax Center on nationwide.com for more information and ideas.
Is There A Place For Safe Money?
Yes, the Stock Market has shown gains in the the first 2 months of 2017. Investors and 401k owners are thrilled. But is it always prudent to place the hopes of a solid retirement fully on the Stock Market? Have we learned a few lessons from 2007 and 2008? We should have learned about BALANCE and the importance of placing some monies in safe guaranteed places. Do we ever know the day, month, or year we will pull that trigger and need the money? No. We don’t know.
Fidelity and Guaranty Annuities has a 5 year MYGA currently paying 3.10% (minimum of $20k to open). Call us for details and how to proceed (248-644-1144). Your clients need and expect ideas. Are you providing that?
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