Taking care of both parents and kids makes retirement planning a big challenge. Learn how the dueling demands of raising kids while helping out parents could be distracting your clients from retirement planning. “The retirement squeeze” is the second installment of North American’s white paper series on the “Sandwich” generations. Missed the first white paper? Catch up now.
Unlocking Success in the Business Planning Marketplace
John Hancock’s popular Business Planning Guide was recently updated with links to key materials. The following stand-alone sections of the Business Planning Guide can be downloaded: Prospecting. Business Succession Planning. Retaining & Rewarding Employees. Retirement & Estate Planning.
Starting the Healthcare Conversation Can Be Challenging
Prudential made it easier with compelling talking points and corresponding tools to lead your clients through. Start Talking.
Plan Your Clients’ Road to Retirement and Beyond
Learn how to use the "Life To The Max" interactive sales tool in your client meetings. It simplifies complex conversations into layman’s terms with easy-to-understand charts. See how you can click on various scenarios to see creative solutions to common retirement challenges. View on demand training. Access Life to the Max.
Women + Retirement + Insurance
Check out this “hot list” of the 6 challenges women face on the road to retirement by AIG’s Head of US Life Marketing, Michelle Miller, in INN Magazine. View article.
Quarterly Market Commentary from Dr. Quincy Krosby
Get a market checkup from Prudential's Chief Market Strategist Dr. Quincy Krosby as she offers an outlook on the markets for the third quarter of 2017. Q3 2017 Retail Market Commentary.