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Financial professional having a conversation with her clients about life insurance and retirement
Financial professional having a conversation with her clients about life insurance and retirement
Supporting you through common client conversations
Whether you’re winning over a new prospect or preserving an existing client relationship, we know communication is the key to your success. We have tools and resources that can help.

Let’s start these conversations off right.

The pages below offer a mix of strategies to address trends, roadblocks and key decisions related to your clients’ life insurance and retirement plans. Win their trust – and future business – by keeping them in the know on these important topics.
Retirement
Retirement planning
Helping clients live out a successful and fulfilling retirement goes beyond finances. Explore a more holistic planning approach.
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Retirement
Key retirement decisions
What’s the best age to start taking Social Security? Which Medicare option is best? Help your clients navigate through these key retirement decisions and more.
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Retirement
Retirement risks
There are risks that can impact even the most well thought out retirement plans. Check out some possible scenarios that clients need to prepare for.
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Retirement
Retirement visions
It’s difficult to recommend retirement solutions without first understanding a client’s overall vision for their golden years. Use these resources to capture the bigger picture.
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Retirement
Medicare
Medicare is one of the biggest retirement decisions and most don't know where to turn. We have everything you need to educate your clients and present their options with confidence.
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Retirement
Social Security
Social Security is a key element in almost everyone's retirement income plan. Use these resources to educate clients and optimize their benefits.
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Retirement
Why guaranteed income?
When a portion of a client’s retirement income is guaranteed, they can retire with more confidence. See how these solutions can help them achieve more protection.
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Protection
Reliance rate review
Protect retirement income with a portfolio reliance rate review. Help strengthen your clients’ retirement income plans.
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Protection
Why life insurance?
Life insurance is essential for any financial plan. Whether you’re trying to convince a client or even yourself on the benefits of these solutions, this page has what you need.
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Protection
Life check up
Life is constantly changing, so your clients’ coverage needs are likely changing with it. Help ensure they’re still properly protected with frequent life check ups.
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Retirement
Tax strategies
Clients may not realize the impact taxes can have on their financial plans. Introduce the power of tax-deferred solutions to protect the value of their hard-earned savings.
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Protection
Legacy planning
There are several ways to help clients build and protect what they pass on to their loved ones and communities. Use these resources to support their planning.
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Other related topics

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A financial professional and client discussing retirement.
Understanding the basics of retirement planning
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We’re here for you

We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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