August 15, 2024
Strategies for Mastering the Maze in Retirement Risk Management
Leverage this campaign to network your services.
The fall season is around the corner, and making the right decisions on the first try in a corn maze can feel impossible. Luckily, clients have you to help guide them through their retirement maze. When retirement approaches, customers may unknowingly enter the retirement risk zone, where even the best-designed plans may go awry.
It’s possible to delay retiring, reduce one’s standard of living, or even go back to work if a severe market downturn occurs just before and after retirement. You should make sure prospects know about the risk zone and options available to keep their retirement on track since many people aren’t aware of it or think they won’t be affected.
People may not realize until it is too late.
Don’t let that happen under your watch!
Our team of marketing experts have created campaigns that seamlessly tailor uniquely to you and your business. With these campaigns, you will be able to attract and convert more leads into customers, and this, coupled with your knowledge and personal skills, will enable you to create loyal customers for life.
Access these Campaigns anytime on the Agent Portal > Marketing > Sales Concepts.
Annuity - Income Gap Campaign
