It’s all in how you ask. Growing your referral network can be easier than you think when you have extra tools to help. These Referral Speak scripts offer tips to grow your business with referrals, how to create client advocates and elp to build productive professional networks. Let us help you do more.
Year-End Tax Conversations
As the year nears its close, you’re well poised to start a tax conversation with financial professionals about their clients’ needs. It begins by reviewing where a client is in relation to where he or she wants to be and where the client may be able to improve his or her tax positions for the next year and beyond. Click here to read more.
New Consumer-Approved Insurance Planning for Women Materials
Building on the successes of our March 2017 launch campaign, the new program provides producers with a ‘deeper dive’ into the women’s market, offering consumer materials that are geared towards the unique financial challenges women face. Social media posts. Consumer prospecting brochure. Consumer prospecting seminar.
How the Social Security Earnings Test May Increase the Need for Life Insurance
Prudential has released a report that explores using life insurance to address a potential gap in Social Security survivor benefits. Learn more and get the report.
Client-Friendly Risk/Benefit Comparison Flyer
Clients curious about fixed index annuities and how they compare to other financial products? Download these client-friendly flyers to see how they stack up in terms of features and potential risk.
Add More Life with the Market Volatility eKit
Use these materials to expand your business and demonstrate to clients how life insurance can help in retirement to offset market volatility. Get the kit here.