March 20, 2024
Q1 Marketing Campaign Recap
IRA Opportunities & Indexed Universal Life and the Lifetime Income Benefit Rider (LIBR) Campaigns are discussed.
We have designed our campaigns in such a way that they are easy to implement and require minimal effort to get started. In order to ensure your success, we will provide you with all the necessary resources. With our help, you can drive more revenue and grow your business faster. The best part? The campaign catalog will continue to grow!
IRA Opportunities Campaign
There may be a fear among your prospects that their retirement savings are inadequate, and
they are not alone, as many Americans feel that retirement is a burden they must cope with. In addition to the absence of employer-sponsored retirement plans, there are several factors contributing to a lack of savings after retirement. An individual retirement account (IRA) may be able to ease the weight they may feel and serve a variety of needs for individuals and small businesses alike, but it doesn’t end there:
- Qualified plan rollovers
- Roth and Roth conversions
- Monthly funding of IRA
- Small business opportunity
There are a variety of different plan types that might be the answer your clients didn’t know they needed. A team of marketing experts has designed the IRA Opportunities Campaign to ensure that it is seamlessly tailored to your business and your needs. As a result of these campaigns, you will be able to attract and convert more leads into customers. Utilize a campaign timeline to guide you through how to utilize social media posts, customer emails, etc. Together with your knowledge and personal skills, you will be able to create loyal customers for life.
Indexed Universal Life and the Lifetime Income Benefit Rider (LIBR) Campaign
There is plenty of research that suggests outliving retirement income is one of the biggest risks retirees face today. The Die Too Soon story combined with the LIBR solution can be a significant and impactful way for your
clients to address both needs. Though the primary purpose of life insurance is to provide a benefit at death, some policies can do so much more. An Indexed Universal Life insurance policy with the Lifetime Income Benefit Rider from National Life could be their solution.
Help your clients retire with peace of mind knowing the number one risk Americans face in retirement – outliving savings – is one concern they don’t have to worry about.
Indexed Universal Life and the Lifetime Income Benefit Rider (LIBR) Campaign helps you identify sales opportunities, engage and activate prospects, and enable sales growth with easy-to-use marketing tools and resources. Get everything you need launch the Indexed Universal Life and the Lifetime Income Benefit Rider (LIBR) campaign in your local market below.
- American Institute of CPA’s, Oct 7, 2023
The Lifetime Income Benefit Rider provides a benefit for the life of the insured if certain conditions are met, including but not limited to the insured’s attained age being between age 60 and 85, and that the policy has been inforce at least 10 years. Insufficient policy values or outstanding loans may also restrict exercising the rider.
Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless the client has a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products.
