The Best Time to Start Planning for Retirement is Now
As 2017 comes to a close, help clients set new year’s resolutions for their retirement planning. Saving for retirement is like a journey of a thousand miles; it all begins with a single step—getting started. Learn more.
White Paper: Planning Strategies for Business Owners
Planning strategies featuring life insurance not only protect an owner’s business investment but also provide the owner with a supplemental retirement income source. This white paper provides insight into essential business strategies and you’ll find detailed information to assist you in helping your business owner clients achieve their goals.
A New Way to Talk About Life Insurance
Between 1946 and 2016, one in six years experienced a drop in the market of 20% or more. What if that was the year your client retired? Have more productive client conversations about how life insurance can help in retirement to offset market volatility. Get the case study.
Consumer Video: Journey to and Through Retirement
Is there a gap between your clients’ retirement strategy and their desired retirement destination? To help them reach the retirement they envision, they need an appropriate mix of assets. This new video can help your clients better understand some challenges that they may face in retirement – and show them how a fixed index universal life insurance policy can help address these concerns.
Get it Right with a Prospect at the Very Beginning
Develop sales strategies to help cover the ‘what’s new’ in your client’s life. Clients move in and out of different stages of life over time, impacting WHAT life insurance solution is appropriate to meet their needs. Combine your understanding of a client’s life stage with HOW to communicate with their generation, and you have a formula for selling the RIGHT solution in the RIGHT way. Learn more.
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