Retirement Planning Sales Strategy: Pension Maximization

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.
Read More

Download Our Free Retirement Planning Sales Kit

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.
Read More

Sell Life Insurance as an Asset Class in 2015

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.
Read More

Senior couple together in their kitchen.

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.
Read More

Excited group of business people

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...
Read More

Ten stacks of $5,000 bills.

Advantages of Index Annuities

Is an index annuity the best option for your client? Let's find out.
Read More

Smiling senior couple.

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...
Read More

Retirement Planning Tools from Pinney Insurance

Retirement Planning Tools for Your Success

During the month of July, Pinney Insurance Center is focused on bringing you retirement planning tools.
Read More

Pink piggy bank.

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...
Read More


=

FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Take Our Agent Survey

Would you rather learn more about marketing or lead gen? Process automation or sales tips? Tell us in our agent survey!


Take Survey Now
Close Window