Help Clients Plan for Volatility, So it Impacts Them Less
Low yields have led income-starved investors to look beyond traditional fixed-income investments like bonds to help meet their income needs. Often the result exposes client portfolios to additional risk.Along with low interest rates, volatility during the last 10 years has created a need to reexamine the safe withdrawal rate for a portfolio to last a lifetime. Leading economists have suggested a 3% withdrawal rate may be the new normal versus the historical 4%. Start protecting clients’ wealth from market volatility. Download these advisor and client resources. Client White Paper. Client Brochure. Conversation Guide. Presentation.
Help Your Clients Plan for Health Care Risks in Retirement
Over the years, your clients have likely spent time planning for their future. Have your clients considered what would happen to their plans should they become chronically ill? Costs of care, treatments and medication are expensive. Medicare and Medicare supplement insurance typically don’t pay for all of the care because many times people choose custodial care provided by non medical individuals. Here’s a solution your clients may want to consider.
New Tool Makes it Easy to Explain IUL for Income
Our new Nationwide IUL Accumulator Quick Estimator lets you prepare a quick estimate of the premium needed to reach a target income goal. It's online with a 3-page print-out you can share with clients. Click here to try it today.
Too Much ‘G’ in Your GUL? Look to IUL
GUL and IUL are built on the same chassis. So why do you sell GUL? Because it’s guaranteed, it’s permanent and it’s easy. Let us help you make the IUL sale as easy as GUL. Learn the story that will uncover valuable new paths to IUL sales!
More Growth May be Possible in this Market. Show Your Clients Why.
Current economic indicators suggest that we're in the late expansion phase of the business cycle - and that it isn't over yet. View this 35 second client-approved video to help your clients feel confident about our current market environment.
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