Retirement Planning Sales Strategy: Optional Benefit Riders
A key component of retirement planning is using policy riders to make life insurance do double duty for things like disability and long-term care.
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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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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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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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Guaranteed Income Riders Explained
Guaranteed income riders turn an ordinary annuity into an emergency fund. Here's how - and why you should be talking to your clients about them.
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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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