Life Insurance Awareness Month: Retirees
Life Insurance isn’t just for grandparents and parents. The children of such clients, ones who often are just starting out, need it too. Millennials and Gen-Z are marrying later in life, pursuing unconventional careers and many are just starting out. Realize it or not, they still need insured financial protection, just like everyone else. That’s where you lead the way.
Seize the opportunity to connect with this market while they are still early in their adult life. By providing them with guidance and solutions now, you could be landing life-long clients.
Check out the materials below for how-to information ready to be shared with younger clients. Get up to speed about their needs so you’re better prepared when they turn to you for assistance. Explore even more success stories and support resources on the Financial Education homepage. Set the stage with the wealth of life insurance content designed to help you help your clients.
Leverage Retiree Marketing Resources Too
Meanwhile keep expanding relationships with your older clients. Share these resources and more. They’ll provide valuable facts and talking points that spur ongoing conversations.
- Maximize a Crucial Part of Your Retirement Finances – Social Security benefits provide a reliable income stream with automatic cost-of-living adjustments, and you don’t need to be an investment expert to receive them, though additional income sources may be necessary to supplement your retirement needs.
- Preserve a Legacy for Tomorrow – Not all assets are taxed the same way. Some are great vehicles for accumulating wealth, but others — like legacy protection — are better for passing wealth to your beneficiaries.