Many Americans don’t realize that life insurance is more than death benefit protection. Educate your clients about living benefits to help them accomplish goals throughout their lives. Make the most of your life business. Use this client approved video to start the conversation.
Remember the good old days when fishing was simply a fun pastime? Things are way more complicated now. We have phishing, spear phishing and whaling—all very bad news for clients—and for us as financial professionals. In fact, when we fail to recognize these forms of fraud and clients’ accounts are compromised as a result, clients lose assets and we’re vulnerable to regulatory fines and worse. Read more.
I <3 Copy & Paste
Let Campaign in a Box (CIAB) capture your clients’ hearts during February and beyond. Whether they are purchasing for the first time, upgrading their coverage, or looking to expand – use it to remind them they are irreplaceable to loved ones. It’s fast and easy to use – copy & paste campaigns! Learn more.
Managing Sequence-of-Returns Risk
Once you start taking withdrawals, the sequence of annual returns on your retirement savings can be critical to how long your income lasts. A strategy using whole life insurance may help to preserve assets. Read more.
Tap the Booming Broad Market Life Insurance Need
How many life insurance producers spend all their time chasing rare affluent market life insurance opportunities, only to discover the effort required to acquire and handhold these cases through the process takes all their time and may not net in consistently reliable revenue? Consider creating a steady revenue stream by serving the broader underinsured market. Today’s technologies make it easier to add this transactional opportunity to your life insurance business without sacrificing the time you need to acquire and support your affluent market prospects. Read more from Wesley Wright, VP of Pacific Life’s Broad Market IT.
Help Your Clients Plan for Tax Efficiency
As you help clients plan for retirement, considering tax and distribution flexibility may help them avoid higher tax brackets and reduce unintended taxes on income sources like Social Security. Tax efficiency can be complicated, and it may be necessary to work with a tax expert. In the meantime, here are a few helpful tips for potentially generating tax-efficient retirement income. Learn how.
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