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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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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