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Financial professional having a conversation with her clients about life insurance and retirement
Financial professional having a conversation with her clients about life insurance and retirement
Resources for client conversations
Whether you’re meeting a new prospect or a long-time client, we know communication is the key to your success. We have tools and resources that can help.

Support retirement conversations

Defining retirement goals and how to get there can be uncharted territory for clients. Discover how we can support you through these conversations to help clients approach key decisions with confidence. Explore these pages for more information and helpful resources.
Key retirement decisions
What’s the best age to start taking Social Security? Which Medicare option is best? Help your clients navigate through these key retirement decisions and more.
Why guaranteed income?
Clients can retire with more confidence when a portion of their retirement income is guaranteed. Explore benefits of guaranteed income.
Retirement risks
There are risks that can impact even the most well thought out retirement plans. Check out some possible scenarios that clients need to prepare for.
Retirement visions
It’s difficult to recommend retirement solutions without first understanding a client’s overall vision for their golden years. Use these resources to capture the bigger picture.
Social Security
Social Security is a key element in almost everyone's retirement income plan. Use these resources to educate clients and optimize their benefits.
Medicare
Medicare is one of the biggest retirement decisions and most don't know where to turn. Use these materials to educate your clients and present their options with confidence.

New ways to start an annuity conversation

New perspectives often spark the best ideas for engaging clients. In this series of articles, we offer strategies to help address key retirement needs with an annuity that provides guaranteed lifetime income.
A financial professional meeting with a client to discuss Medicare.
Debunk 3 Medicare myths and prepare clients for potential costs
Medicare misconceptions can lead to unexpected costs. Know the facts and how a guaranteed income solution could help.
Couple interested in learning about Social Security.
Social Security may be less of a benefit than clients expect
Clients may not realize all the variables that can impact Social Security benefits. See how an annuity can help bridge the gap.
A financial advisor meets with clients to understand their retirement income and lifestyle goals.
3 steps to help clients avoid emotional investing
When the market swings, help clients stay grounded. Take steps to reframe volatility conversations to focus on long-term goals.
A financial professional meeting with a man and woman to discuss retirement spending.
A new way to think about client retirement spending behavior
Is your client an ant or a grasshopper? Identify spending styles and how to support them with a guaranteed income solution.

Support life insurance conversations

Everyone has something to protect, but they may not understand all the ways life insurance can help them do that. Explore how we can support you through common life insurance conversations and help you address client objections.
Why life insurance?
Everyone has something to protect. Discover ways to share how life insurance can offer protection that makes a real impact on clients' lives.
Life check up
Big life events can lead to changes in protection needs. Access our life check up resources to review their life insurance coverage and recommend solutions.
Legacy planning
There are several ways to help clients build and protect what they pass on to their loved ones and communities. Use these resources to support their planning.
Tax strategies
The right tax strategies can help protect your clients’ retirement savings. Optimize the planning process with these insights about taxes and tax-deferred solutions.
Business owners
From executive compensation to business continuation, learn how we can help you support the needs of business owners.
Basics of life insurance
Life insurance is unknown territory for a lot of clients, so starting with the basics is key. Use our resources to clear the path toward conversations about solutions to meet their needs.

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We're here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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