Life ins. continues to grow. Research also shows LTC & other hybrid solutions attract a wider audience. With rising health care costs, broader appeal to more demographics & smoother transaction processes, life insurance looks to face continued headwinds.
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"Lifetime income" matters to clients. Repositioning your conversation to include this opportunity may make a difference.
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2026 Annuity Trends: The annuity market is experiencing strong growth, fueled by increased demand for guaranteed income amid market uncertainty and rising retirement shortfalls.
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Social Security beneficiaries will see a 2.8% bump in their payments, beginning January 2026.
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Education is more important than ever. 6 in 10 people use social media when looking for financial or insurance products. What are you doing to help educate your future clients?
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"More than half of them don’t have a trusted source of financial guidance to talk through how those traditional retirement strategies may fit their specific needs.” Your knowledge and expertise are valuable!
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Is your Agency utilizing this great platform for sales concepts, recruiting and business tools?
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Are you reaching younger clients with LTC products? If not, this may assist you with a new approach.
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A great analogy for explaining annuities to clients. "Adding a little juice to your retirement portfolio."
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Life Insurance sales continue to rise. Reach out to our Life team for assistance with the best products.
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There is an opportunity for you to assist your clients with their financial preparedness. Are you having these discussions with them? There are several products designed to aid in this space. Contact your Sales Rep. for assistance.
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Get all the facts about the new Social Security identity checks for new and existing recipients.
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The Social Security Fairness Act has been evolving. Make sure you are staying up to date.
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Are you up to date on the Social Security Fairness Act?
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According to a recent survey only 32% of Americans have a will. Reasons are lack of understanding & believing they don't have enough assets. There is a large opportunity for you to offer your clients our products to help bridge this gap. Reach out for assistance.
Key takeaways for 2024 new RMD rules:
Age, taxes, Medicare and charitable distributions are a few to take note of.
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