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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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? Your client has expressed concerns about their future. They aren’t sure if they will have enough money to last during retirement. The last thing they want to do is put all of their efforts into one area (e.g. the housing market) to watch it cras...
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Guaranteed Income for Life

“What if I were to tell you, there’s a strategy that guarantees you will 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 o...
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Retirement Planning Tools for Your Success

During the month of July, Pinney Insurance Center is focused on the topic "Planning for Financial Independence." The presentation directly below has been created with you, the insurance professional, in mind. This tool for your success is designed to show you questions to consider, the basics of ret...
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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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