You have a lot of clients and they all have different financial motivations, preferences and needs. Certain clients might be nervous about running out of money. Called Guarantee Seekers, they have identifying characteristics that when properly considered can help you better serve them and help you offer more focused solutions. Watch video.
The Case for Cash Value Life Insurance
Enhance clients' strategy for tax diversification. Check out the on demand training and reference the scripted presentation for valuable education on why life insurance can be used for cash value.
Informal Care White Paper
Informal caregiving is facing a crisis in America. “Baby boomers” are aging into retirement, and with that is the increasing need for senior services and long-term care (LTC) support. The boomers thus far are the largest population to retire, yet they face a unique challenge that past generations escaped – who will be available to provide the care they may need? Read "Informal care giving and home health care" for more highlights and eye-opening facts about LTC needs.
Making Retirement Healthcare Cost Conversations Easier
Discover how to lead meaningful client conversations about the potential impact of healthcare expenses in retirement, along with your clients' options—we've packaged everything you need in this new eKit.
Develop Your Client Review Practice
Life changes, and so do your clients’ needs. Do you have any clients who have recently had a life change, like the addition of a new child, a new job, or a change in marital status? Now is a great time to set up some meetings with your clients to discuss. Visit the North American policy review microsite for materials you can use to help you conduct policy reviews with your clients.
June 2017 Monthly Market Overview
Given a considerably low volatility backdrop, global equities continued their march higher during the second quarter. While domestic markets posted respectable gains, developed international equities outpaced the U.S. for the second straight quarter as investors felt comfortable with global economic progress. Click here for other client-approved observations on markets and volatility for June 2017.