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...
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.
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...
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...
Not only does your client want to ensure they have enough funds to survive comfortably for the remainder of their living years, but they also want to leave a legacy to their children.
It’s becoming increasingly more difficult to transfer wealth to surviving family members. Humans live longer. Long-t...
As times change, Social Security lessens and people continue to live longer, your clients strive to find new ways to maximize their funds. Some are able to simply save enough in retirement and live happily ever after. They own enough assets that they’re able to live well above their means. These in...