August 24, 2023

The Permission Slip Through Life Insurance

This marketing campaign emphasizes the importance of taking control of one's financial future!

​In order to maintain an inflation-adjusted retirement, it takes much more capital to provide a sustainable living standard than prospects may think. 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.

​It can be difficult to achieve the desired level of income and to cover the retirement income gap. Some Americans simply are just not saving enough, however, there is hope and we have designed another marketing campaign to help you communicate this message to your prospects.

Our campaign provides all the necessary information and tools to help you begin marketing yourself today. We also offer email templates and guidance on the marketing campaign timelines to help make this experience as easy as possible!

Access these Campaigns anytime!

Click the link below or go to the Agent Portal, Marketing, Sales Concepts.

 

Life Insurance - Income Gap Campaign

 

We are pleased to assist you in marketing the feature-rich, benefits-rich life insurance policies that can be beneficial to anyone contemplating retirement or who has already retired.

  1. Morningstar, Dec 13, 2022, Authors Christine Benz and John Rekenthaler