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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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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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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FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

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