October 5, 2023
Q3 Campaign Recap: Life Insurance Retirement Income Gap and Annuity Retirement Gap and Risk Zone
You won't want to miss this comprehensive breakdown of quarter 3 campaign articles!
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!
Campaign 1 – Annuity Retirement Gap and Risk Zone
Client’s With No Employer Plan?
In this article, we discuss options other than employer-sponsored plans, as well as the benefits of traditional and Roth Individual Retirement Accounts (IRAs) and how they can be an affordable and easy solution for middle-class individuals.
Educators Needs to Fill Retirement Gap
It may be the case that employees know that their employer offers benefits, but they do not necessarily know what they are or how they work. By using this campaign, you are able to effectively market yourself and what you offer.
The option for in-service distributions is one of the little-known benefits of 401(k) plans. As a result, they may roll over a portion of their current 401(k) balance to an IRA. This is a benefit where the amount could grow over time because your most promising prospects are tenured employees.
Navigating the Retirement Risk Zone Can Feel Like a Corn Maze
As retirement approaches, customers may unknowingly enter the retirement risk zone, where even the best-designed plans may fail. It is possible that a person may need to delay retirement, reduce the standard of living, or even return to work during severe market downturns that occur immediately before and after retirement. There are some individuals who are unaware of the situation or believe that they will not be affected by it. In order to help prospects stay on track with their retirement, ensure they are aware of the risk zone and options available to them.
Campaign 2 – Life Insurance Retirement Income Gap
Discover what makes the perfect storm and how to assist your clients in preparing for it.
Strategic Customer Engagement: Pre-Built Marketing Campaign
44% of American households would encounter significant financial difficulties within half a year if they lost the primary wage earner in the family, and 28% would reach this point in only a month¹! Protection and retirement can go hand in hand. Learn how to effectively reach prospects like never before!
The Permission Slip Through Life Insurance
A sustainable living standard require much more capital than prospects might believe in order to maintain an inflation-adjusted retirement. The industry has tried to solve safe withdrawal rates through thousands of simulations conducted over various periods—the suggested rate over the last year is a 3.3% withdrawal rate with balanced portfolios over a 30-year horizon¹.
- Morningstar, Dec 13, 2022, Authors Christine Benz and John Rekenthaler
