What You Need to Know about the CARES Act
What does the CARES Act mean for you as a producer...and for your clients? We're sharing this excellent summary from NAIFA to help figure it all out.
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March 2020 Sales Kit: Retirement Planning
Our March 2020 sales kit is all about retirement planning: cash value life insurance, QLACs, and more! Download it for sales ideas and client brochures.
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Six Reasons to Sell Annuities in 2020
Need a reason to sell annuities in 2020? From new products and features to new ways of thinking about longevity, here's your round-up of reasons to sell.
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2020 QLAC Limits Increased
Great news! 2020 QLAC limits were raised! They now allow your clients defer RMDs on an additional $5,000. Find out how and why in this post.
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A Client-Focused Way to Sell Annuities
What if there were an easier way to sell annuities? What if it meant taking yourself out of the conversation, at least to start with? Here's how to do it.
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Tom Hegna: The Optimal Retirement Plan
This post is by Tom Hegna, an economist, author, and retirement expert. He explains the 4 steps to a strong retirement plan. Are your clients prepared?
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NAIFA Webinar: Retirement Planning with Tom Hegna
Find out how to help your clients plan for a more secure financial future with one of the experts - Tom Hegna. Sign up for the free webinar now!
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Insurance Planning for Women: New Carrier Program
This month, John Hancock launched a program called Insurance Planning for Women, designed to help advisors better meet women's financial needs.
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March Sales Kit: Retirement Planning
Get the Kit
Our FREE 40-page sales kit includes:
12-Page Producer Guide to using life insurance in retirement planning
10-Page Marketing Guide and checklist, including client profile
12 Pages of Consumer Material including brochure, flyer, and planning worksheet
4 Pages of Case Studies
...
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Retirement Planning Sales Strategy: Annuities
A key component of retirement planning is using annuities - it's one of the best ways to solve the problem of a client outliving their assets.
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