Tax Strategies for Your Clients in 2015 and Beyond
From 1040 overlay to reducing taxable income with a deferred annuity, here are some great tax strategies to go over with your clients for 2015 and beyond.
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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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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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March Carrier Updates
Get the latest carrier updates for the month of March from Pinney Insurance.
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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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Application Fulfillment: Our Team vs. an Automated Solution
Application fulfillment software can reduce submission errors, but it can't call clients to collect information or offer back-office support. We can.
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Application Fulfillment: 8 Reasons to Partner with Pinney
Working with Pinney for application fulfillment gives you more time to sell, a streamlined workflow, and an 8-point service guarantee.
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February Carrier Updates
Get the latest carrier updates for the month of February from Pinney Insurance,
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Application Fulfillment: 3 Reasons to Find a Paperwork Partner
Up to 75% of life insurance apps aren't submitted in good order. The solution? We think it's partnering with an application fulfillment team.
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