August 10, 2023
A Bridge Over Troubled Waters
Bring your brand to life using our personalized marketing campaigns.
It would be easier to plan with precision if we had a crystal ball and knew when a client would die, what the interest rate environment would be at the time, and what the personal tax rate would be at retirement.
The Perfect Storm
- Today’s 65-year-old can expect to live another 20 years¹.
- 80% of households with older adults—or 47 million—are financially struggling today or are at risk of falling into economic insecurity as they age².
It’s a perfect storm when you combine the uncertainty above with the risks of retirement, specifically the first five years due to the sequence of returns risk. This presents an opportunity for you to educate your clients about the importance of providing certainty in an uncertain world. Consider the numerous risks a client faces and where life insurance may be able to play a role, and repurpose the policy as needs or wants change.
-Building the Bridge-
This campaign aims to highlight different ways in which life insurance can play a role in a retirement strategy. It is our pleasure to assist you in marketing the feature-rich, benefits-rich life insurance that can be beneficial to anyone who is contemplating retirement or has already retired.
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Click the link below or go to the Agent Portal, Marketing, Sales Concepts.
Life Insurance - Income Gap Campaign
- Social Security; “Social Security Basic facts Sheet”, 2023
- Trull, A. (2021) 47 Million Seniors Struggle Financially or Are at Risk, The National Council on Aging.
