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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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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Indexed Universal Life Basics

In today’s complex world of insurance, annuity, and investment products, three terms are thrown about without much explanation: Fixed, Variable, and Indexed.
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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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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...
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Life Insurance Over 60

To help clients get life insurance over 60, it's best to look to a mix of life insurance and annuities to help them meet their financial goals.
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Life Insurance Over 50

Got a client who needs life insurance over 50? Key in on the flexibility and tax benefits that cash value permanent life insurance policies provide.
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