We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.
Using Annuities to Open an Income Conversation
Annuities help reduce RMDs and improve retirement cash flow, but many clients remain unaware of their benefits. Illustrate how a QLAC can help a client with significant assets reduce taxes and defer income. Even if you don't sell an annuity, you'll start a conversation around stabilizing retirement income.
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Using Annuities to Appeal to Your Client’s Children
If parents are financially secure in retirement, their children could become your next key client. Start by using an annuity to create guaranteed cash flow for the parents. Then, meet with the children to walk them through what inheriting an annuity will look like and demonstrate the peace of mind you've created.
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Peace of Mind, Patience and Annuities
Clients nearing retirement may still need asset growth, but can't afford a market downturn. Using an annuity can provide a balance of security and aggressive returns. By taking a portion of their portfolio to lock in guaranteed income, they can free up other assets to ride the market for returns.
Annuity Value is in the Eye of the Owner
Don't dismiss an annuity as expensive or complex without considering what it solves. For clients with a predicted shortfall from their 401(k), pension or Social Security, using an annuity can significantly increase their odds of meeting income goals — plus leave money behind for a legacy.
4 minutes| Share Video
Estate Equalization ensures all heirs are treated fairly and promotes family harmony. See how you can help clients think through and plan for those situations.
7 minutes| Share Video
Attracting Prospects Using Income Alpha
Are you overpaying for your lead generation? See how our Retirement Readiness calculator can help you be more effective in attracting quality prospects that are ready for a conversation about Income Alpha and shifting retirement risks.
How Income Alpha Can Grow Your Business
Income Alpha is made for today’s best-interest planning environment — to free up assets and minimize retirement risk. Focus on how you can shift the risk of retirement versus how much you can accumulate, and watch your lifetime client value increase.
Why Your Client's Retirement Planning Needs Income Alpha
Don’t let your client's retirement portfolio take on unnecessary risks. Longevity. Sequence of Returns. Asset Mix. All of these factors can be protected against using Income Alpha to produce guaranteed income. See how two couples compare in this case study.
The Advantages of Income Alpha in a Retirement Portfolio
Americans are living longer, saving less, misusing Social Security and seeing their defined benefit plans frozen. That puts a strain on your assets. Income Alpha changes that with a strategy to create protected income and retirement portfolio leverage.
Which Clients Should I Talk To About LTC?
Identifying prospects can be hard, but your existing business is bursting with opportunities to discuss LTC. Learn how to identify clients in different demographics including their 40s, 50s and 60s, who are most ready to discuss the need for long-term care.
Peace of Mind in a Rising Interest Rate Environment
As an alternative to premium finance, this specific approach is for your high-net-worth and ultra-high-net-worth clients who have substantial assets that generate income. Check out this brief video and case study to better understand this strategy.
Strategic Leverage to Best Serve Your Clients
Combat the concern of increasing interest rates with this premium finance life insurance strategy. The advisor guide to premium finance — along with your Ash Advanced Markets team — provides concepts for a proactive conversation on classic leverage for your wealthier clients.