our clients are looking to you to help them achieve their retirement income goals. With the Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses.
This BOLD Consumer Brochure helps your clients understand the many challenges they face and how you can help them prioritize their needs.
No tool can solve every problem. "Life Insurance as a Financial Tool (LIFT)", positions you to show clients why they should consider a variety of tools for their retirement strategy. LIFT helps complement your clients' financial toolbox in order to protect their family, provide retirement income and pass on their estate.
Effective June 1, 2017, they are revising their fully Underwritten Life Insurance Application.
What is my death benefit need?
What are my options in a low interest rate environment?
What if extended nursing care is in my future?
How can I prepare and protect myself?
ese are all potential risks to your client’s financial strategy. Explore this eBook to learn how you can help mitigate the risks.
See their product portfolio to discover which Flex Whole Life policy fits your clients’ needs.
In this issue:
NEW Charitable Giving Rider flyer for clients
Symetra UL-G continues to bring the heat
Updated Underwriting requirements and preferred guidelines
Case Study: Using Symetra UL-G with ROP in Key-Person life insurance designsz