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.
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.
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.
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...
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.
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.
Life Insurance Over 40
As a 20-year-old, your client may have been a bit selfish. They spent money frivolously and without much thought. Whether they treated fast food as its own tier on the food pyramid or spent countless weekends driving hours to see friends, money was tight but there was little care.
Then they turned 3...
New Year's Resolutions & Life Insurance
It's a safe bet that many of your clients' New Year's Resolutions involve money. Help them see how life insurance lets them keep those resolutions.
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...