Is an Index Annuity the Best Option for Your Client?
Your client has expressed concerns about their future. They aren’t sure if they will have enough money to last during retirement. The last thing they want to do is put all of their efforts into one area (e.g. the housing market) to watch it cras...
“What if I were to tell you, there’s a strategy that guarantees you will never run out of retirement income? Is that something you might be interested in?”
Agent Rick Blaine meets with his client, Sam Spade, to discuss retirement planning. Sam is worried he won’t have enough money for retirement o...
Often times, having the conversation about future financial planning can be a challenge for producers. Consumers believe they can efficiently plan themselves or they don’t “buy in” to add-ons like a Guaranteed Income Rider because they either don’t understand it or they assume it’s too expensive.
In retirement, it's not just about how much you have, but also about how you spend it. Here's how to help your clients retire with more.