Retirement & Estate Planning Roundup: New in 2023
Developments in retirement & estate planning (as well as life insurance) you can use to start a conversation about a client's insurance needs.
March 2023 Sales Kit: Retirement & Estate Planning
Our March 2023 sales kit will help you talk to clients and prospects about the role of life insurance in retirement & estate planning.
December 2022 Sales Kit: Asset Max & Charitable Giving
Our December 2022 sales kit hits two timely topics for your clients this month: maximizing unneeded or underperforming assets and charitable giving.
March 2022 Sales Kit: Retirement & Estate Planning
Our March 2022 sales kit will help you start a conversation with clients about retirement & estate planning - a timely topic during a pandemic.
December 2021 Sales Kit: Asset Max & Charitable Giving
Our December 2021 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
How to Use Life Insurance Instead of a Stretch IRA
Your clients need solutions that do double-duty. Here's how to help your clients use life insurance instead of a stretch IRA for wealth transfer.
December 2019 Sales Kit: Asset Max & Charitable Giving
Get the Kit
Our December 2019 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Every December, we take stock of the past year and create plans and goals for the next one. Financially, we can help our clients do the sa...
December 2018 Sales Kit: Asset Maximization & Charitable Giving
In our December 2018 sales kit, we're talking about asset maximization and charitable giving, relevant to the spirit of the season and the end of the year.
The Benefits of Asset Maximization
You’ve explained the concept of maximizing assets to your client: take an unused asset, purchase an immediate annuity with it, then turn around and utilize the monthly annuity payments for the annual premiums on a life insurance policy.
But maybe before you describe the “how,” it’s best to highlig...
Who is Asset Maximization For?
Asset Maximization is a great tool to increase the value of your client’s estate without seeing it taxed. But it’s not for everyone.
Here, we’ll take a look at what the ideal candidate looks like and discuss how to approach clients and prospects about asset maximization.
The ideal candidate for ass...