Ameritas Sales Ideas: Retirement Savings Triangle

Avoid Retirement Traps

Help clients avoid retirement traps as they save. Taxes, penalties and market risks may impact their retirement income in ways they never expected. Talk to them about these risks using The Retirement Savings Triangle flyer. It covers the impact taxes can have on your client’s savings, and how the addition of a cash value life insurance policy like Ameritas index universal life insurance can be a powerful supplement to a retirement fund.