Women and Finance: 5 Surprising Results from Fidelity’s Recent Survey
Last month, Fidelity released the results of their Women’s History Month 2024 Survey. It gives us a surprising amount to work with when marketing to women.
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78% Failed a Quiz on Retirement Planning & Social Security
A new MassMutual poll quizzed near-retirees about Social Security – and 41% of respondents got an F. Here's how we can help change that result.
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Is Participating Whole Life a Must for Retirement Portfolios?
According to Ernst & Young, retirement portfolios with participating whole life provide more retirement income than plans that focus solely on investments.
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March 2024 Sales Kit: Retirement Planning
Our March 2024 sales kit will help you talk to clients about the many ways life insurance can help provide a financially secure retirement.
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Retirement & Estate Planning Roundup: New in 2023
Developments in retirement & estate planning (as well as life insurance) you can use to start a conversation about a client's insurance needs.
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March 2023 Sales Kit: Retirement & Estate Planning
Our March 2023 sales kit will help you talk to clients and prospects about the role of life insurance in retirement & estate planning.
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September 2022 Sales Kit: Tax-Free Income
Our September 2022 sales kit will help you talk about building a tax-free income during retirement. Get social posts, conversation starters & more!
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March 2022 Sales Kit: Retirement & Estate Planning
Our March 2022 sales kit will help you start a conversation with clients about retirement & estate planning - a timely topic during a pandemic.
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September 2021 Sales Kit: Tax-Free Income
Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
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6 Reasons to Talk about Annuities in 2021
Last year, we published “Six Reasons to Sell Annuities.” The good news? Those reasons are still valid - here are 6 reasons to talk about annuities in 2021.
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