Category Archives: Sales Ideas
Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you want … Continue reading
Jason Jafferis of Prudential special guest hosted the BREW to show us the simple business valuation tool available for free to our producers. If you have business clients starting with an accurate assessment of value can help guide your planning … Continue reading
Special guest Kip Walker joins the Brew to discuss MTL’s Horizon Guarantee. Looking for a product with a guarantee behind it? Watch the BREW rerun to see if MTL has the right product for your clients.
Do you have client’s who are veterans? Have you personally served in the armed forces? Would free education credits be a benefit for you or your clients? Watch the recording of the BREW included here to learn about some … Continue reading
Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.
Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading
Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading