Highlight the value of QoL products in helping clients prepare for life’s unexpected events.
Help clients prepare for the new longevity by discussing financial options so they can live a comfortable 30+ years in retirement.
Discuss college funding options and financial strategies to help clients and their children start on the right path.
Maximize client’s social security lifetime benefits with simple strategies.
Review ways to maximize legacies while fulfilling the decedent’s wishes.
Address and avoid common mistakes that can hurt a client’s business and ruin their retirement.
Review Executive Bonus Arrangements and discuss why they are effective at rewarding key employees and maintaining loyalty.
Explore the importance of Key Person Insurance in protecting a company’s financial success.
Show clients the importance of a business continuation plan to help them with a smooth exit in their business.