Here you will find training material, videos, sales presentations and carrier materials, all focused on post retirement challenges and solutions.
Discover prospects and provide value to clients by raising awareness of post-retirement lifestyle and legacy challenges.
STEP 1: Access training tools: learn about retirement and longevity challenges
Video: Risks to Retirement Assets | Infographic: Health Statistics | Infographic: Retirement Statistics
STEP 2: Review key talking points
Raise awareness of retirement and longevity challenges. Each infographic has a timely and relevant story. How do they relate to your specific client(s)?
How to use with clients
Discuss/show the health and retirement infographics and video during face-to-face meetings with clients and prospective clients.
Email video link and fillable health and retirement infographics (in Step 1) to prospect database as well as current clients.
Fill your pipeline using solutions-based messaging for client’s retirement income challenges.
STEP 1: Access training tools: learn about life insurance as an income stream
Video: Living Benefits | Brochure: Live Longer. Retire Stronger
STEP 2: Review key talking points
Introduce the use of life insurance as an income stream – a new concept for many people.
This is not your grandparent’s life insurance, for the first time the insured can use the death benefit while living. Life insurance with living benefits can play a role in your client’s retirement income strategy.
How to use with clients
Introduce “Retirement Income Protection” concept which provides access to cash via life insurance living benefits.
Email the “Potential Risks to Retirement Assets” video to prospects and current clients to generate leads.
Introduce the idea that a unique life insurance solution can answer three of the top concerns retirees face. 1) Living too long 2) Dying too soon 3) Getting sick along the way
STEP 1: Access training tools: learn about retirees’ top 3 concerns
- Video: Pre/Post-Retirement Risks
- Flyer: Asset Protector Overview
- Training Video: Producer Conversation on Asset Protector
- Client Prospecting Video: New Generation of Life Insurance
- Client Meeting Video: Protection You Never Knew You Always Wanted
STEP 2: Review key talking points
For the first time, universal life insurance can help mitigate pre and post-retirement risks, whether you 1) live too long, 2) die too soon or 3) get sick along the way.
Learn more about living benefit riders that offer unique protection and are currently only available through the Asset Protector.
How to use with clients
Discuss the top 3 concerns retirees face & how you can help them mitigate those financial risks with living benefit solutions.
Email your clients the “New Generation of Life Insurance” video & the “Asset Protector” flyer with a request for a follow-up meeting. In the meeting, show them the “Protection You Never Knew” video.
Accelerate into the fast lane with a fully-loaded solution of powerful products, sales strategies, and training.
Everything you need to take the lead:
- Strong protection-focused IUL – Significant guarantees & flexibility
- Accumulation-focused IUL – Maximize growth & access plus a speedy non-medical underwriting program
