New program provides turn-key tools to stimulate producers with innovative sales ideas, market education and client prospecting programs on “retirement protection”. Visit Campaign in a Box to access grab and go materials that are ready for use immediately.
Resources to Help You Market to Small Business Owners
If you have clients who own a small business, it's likely they may not know what their business is worth - 75% of small business owners don’t. This is a great opportunity for you to help meet small business owner's needs. Learn more about the tools and resources available to help you help your clients. Read more.
Damaging Effects of Elder Financial Abuse Extend to Caregivers
If you ever became incapacitated or disabled, who will make financial and medical decisions on your behalf? How will they know your wishes? And where will they find the necessary documents? Let us help you and your clients start these important conversations. Read more. Caregiving Readiness Guide.
Maximizing Social Security Benefits
Your clients have worked hard to earn every penny of their Social Security benefits, but many may be missing out on the maximum income benefit they can receive – by up to 32%! We have an idea that might help: a period certain immediate annuity may be used to bridge the gap between retirement and maximum Social Security benefits. Read it here.
Employing Your Clients’ Assets
Many people have money that is located in money market accounts, CDs, annuities, or other vehicles that are no longer crediting an attractive interest rate. This is usually money that your clients want to keep close at hand and they don’t want it to lose significant value. A properly structured life insurance policy can provide a valuable solution to help meet short-term and long-term needs. Click here to read more about how you can help meet your clients' needs and help increase your sales.
Monthly Market Overview
Click here for a brief client-approved recap of observations on markets and volatility for March 2017.