The Hidden Inflation Tax (and how to plan for it)
Don’t let hidden taxes derail your clients’ retirement. Plan now to preserve more of their assets.
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Delivering the Perfect Product for Today’s Environment
You CAN create your client’s perfect product–one that provides good returns, safety and an income in retirement. Call your retirement income consultant to find out how to get started.
Capturing Additional Assets from Existing Clients
When it comes to getting more for your clients, CDs aren’t the answer. Consider instead a fixed annuity that can offer five times the return of a CD.
Give Your Clients Something New to Talk About
There is a better alternative for your clients that just letting their money sit in a CD. There’s a simple exercise illustrate how an annuity could help.
One Simple Tool to Grow Your Business
Your current clients are one of your greatest resources for growing your business. Our proprietary JourneyGuide tool makes it easy.
Speed Up Conversion Time from Prospect to Client
Save your time and energy for prospects that are a good fit for your practice. Our JourneyGuide software will help.
Don’t Erode Your Business
To keep your business profitable, you need to change the environment. To start, open your mind to new strategies for income planning.
Increase Your Value (while growing your practice)
If you’re looking to add value to both your clients and your experience, understanding the law of numbers and the law of compensation is a good place to start.
2 Ways to Make Business Less Risky
Use two tried-and-true strategies to help take risk off the books of your business owners’ clients.