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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Guaranteed Income for Life
“What if I were to tell you there’s a strategy that guarantees you'll 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 or t...
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