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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"Reaching Customer 2.0" Podcast
Our Pinney Insurance VP of Sales and Marketing, Ryan Pinney, discusses how a digital agency can adapt to the changes Customer 2.0 brought to the market.
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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.
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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.
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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...
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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.
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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 highlight...
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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...
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How to Help Clients Maximize Assets
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...
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Asset Maximization
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...
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