Retirement Planning Sales Strategy: Pension Maximization
One key component of retirement planning is pension maximization. Find out how joint-and-survivor payments can actually hurt your client's financial future.
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Help Your Clients with Retirement Planning
Download our free 29-page retirement planning sales kit that gives you all the ideas and support you need to get a conversation started with your clients.
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Sell Life Insurance as an Asset Class in 2015
Make 2015 the year you sell life insurance as an asset class. It's so much more than a financial safety net. It's also a way to make retirement more secure.
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How to Approach Clients About Retirement Planning
Americans are depending heavily on their retirement plan dollars to make up the bulk of their retirement income assets during their golden years.
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The 11 Major Benefits of an ESOP
The Employee Stock Ownership Plan (ESOP) is designed to be a retirement strategy predominantly for employees, but it is one that benefits the employer as well. Essentially, the ESOP provides an employee with ownership interest in the company he or she works for. The plan is funded through tax-deducti...
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Advantages of Index Annuities
Is an index annuity the best option for your client? Let's find out.
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Guaranteed Income for Life
“What if I were to tell you there’s a strategy that guarantees you'll 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 or t...
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Retirement Planning Tools for Your Success
During the month of July, Pinney Insurance Center is focused on bringing you retirement planning tools.
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Planning for Financial Independence
Ask anyone over 25 years old what one of their major money concerns are, and they’ll likely base their answer on retirement, remaining financially sound and keeping their independence.
Whose retirement plans truly include depending on someone else to maintain a standard of living? The answer is an o...
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