Advanced Sales Success Strategy: Taming a Bear Market in Retirement

As a follow-up to the launch of our marketing engagement strategy digital toolkit: Taming a Bear Market in Retirement, we are excited to share the following two items to help Financial Professionals with their discussions with clients and prospects: 

• Advanced Sales Success Strategy
• Simplify Client Presentation*

Found in the digital toolkit, these marketing items address how a whole life insurance policy — as an uncorrelated asset — offers clients death benefit protection and cash value accumulation during their working years, while the policy’s cash value can be tapped as a source of tax-advantaged income¹, even during a market downturn. 

*To view accompanying illustrations for this concept, please see sample illustration #1 and illustration #2.  

Be sure to access our Taming a Bear Market in Retirement digital toolkit, which also includes various consumer-facing marketing materials, such as brochures, videos, pre-built emails and social posts, and more! 

1 Access to cash values through borrowing or partial surrenders will reduce the policy’s cash value and death benefit, increase the chance the policy will lapse, and may result in a tax liability if the policy terminates before the death of the insured.