Building a Better Retirement: Finding the Right IUL & Annuity Clients | Adam Burge скачать в хорошем качестве

Building a Better Retirement: Finding the Right IUL & Annuity Clients | Adam Burge

Retirement planning isn't one-size-fits-all. In this session, Adam Burge explains how to identify clients who are looking for more than just a standard retirement plan. Learn how to position IULs and Annuities as essential tools for a secure, tax-efficient retirement strategy. In this training, we discuss: The Ideal Retirement Prospect: How to spot clients who are worried about market volatility or outliving their money. Strategic Discovery: The key questions to ask to understand a client's long-term retirement goals. The Tax-Efficiency Angle: How these products help protect retirement distributions from a heavy tax burden. The Sales Pivot: Moving the conversation from "life insurance" to "retirement income security." Watch this to learn how to help your clients retire with more confidence and less risk.