Start the Conversation on Early Income Planning Sales Tools
When it comes to preparing for retirement income, planning ahead can have big benefits for your clients. These two coordinating pieces can help you connect with clients and share those benefits, leading right into a discussion of income-focused annuities, such as IncomeShield™.
Use the personalized Benefits of Early Income Planning ad slick to reach out to prospective clients and introduce the idea of early income planning.
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Use the Cost of Waiting sales tool to show clients how waiting to purchase an income annuity can potentially result in needing more premium to meet their income needs.