Do your clients know how to use the retirement savings you've helped them build for a 30+ year retirement? Use this site to help jump-start the cash flow planning process with them.
See how much income your clients can get with our ForeIncome calculator.
Where will your clients’ income come from in retirement? Get them thinking about their future income sources with this short video.
It’s a fact: words matter! This live, one-hour workshop from the Alliance for Lifetime Income will give you and your colleagues new insight on some of the best ways to verbally engage your clients. Just submit your name and email to request this workshop.
Learn what words to use/lose with your clients. Download PDF
Ready to retire? Sure! Have enough money to last throughout retirement – not so sure. Get your clients thinking about their income sources with this video of everyday people reacting to the concept of protected lifetime income.
THE SOCIAL SECURITY TALK
Claiming Social Security benefits too early increases chances of poverty later. Plan now.
Create a retirement strategy that can protect them from future unknowns.
INCOME FOR LIFE
Share this with your clients before your next income-planning meeting.
A fixed index annuity may be the income source your clients need, but some have strong opinions about the “A” word: an annuity. Discover some of the most common client objections and the ways to address them here.
To share these perceptions and realities with your clients, send them the GetIncomeReady.com consumer site.
Download and share any of these customer stories with your clients.
Looking to secure income to help pay for the basics, for as long as she lives.
Planning for their income needs with a two-pronged approach.
Making sure they have income for life, even after one passes.
Seeking income growth potential during his retirement.
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