3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

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  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

Industry Hotline

Kids Starting School?

8/28/2017

 
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Clients with little ones starting school this fall? Now’s the time to plan for higher education expenses; check out this easy to understand “College and Retirement Funding” consumer sales idea.

We’ve Got the ‘Why’ to Sell Fixed Annuities

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Need a reason to sell fixed annuities? We'll give you 10. With retirement on the horizon, now more than ever, your baby boomer clients need a diversified portfolio with income reliability. Fixed annuities could offer that reliability ... and help navigate the challenges of today's financial market. 10 reasons why annuities could be a good fit for your clients.

Focus on Females During Life Insurance Awareness Month

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September is national Life Insurance Awareness Month — it's the perfect time to seize the day and grow your base of female clients. Women play a critical role in the well-being of their families, yet only 56% of American women have life insurance, leaving many families at considerable risk. Watch our latest client-facing video to see how life insurance helps women protect what matters most. Learn more.

Tools to Help Your Clients Achieve Their Goals

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How can you help your clients achieve their goals? Sometimes, numbers speak louder than words. John Hancock offers a host of free tools and calculators to help people maximize their retirement potential, manage their budget, and plan for their futures. Browse these tools here.

Video: Outliving Retirement Savings

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Retirement income generally needs to last about 30 years. Sometimes longer. Life insurance can help stretch and supplement that income. Watch to discover how.


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