Deferring Social Security until maximum retirement age could give clients a 32% gain in benefits. However, waiting to take Social Security benefits may mean clients will need to bridge an income gap until that Social Security income begins … that’s where we can help. Read more.
About Peri Lane
Posts by Peri Lane:
Challenges we all face, such as taxes, healthcare expenses and market volatility, can send even the best laid retirement plan off the rails. Life insurance is a powerful solution that can help fight them all! Start the conversation today about how life insurance can help meet a death benefit need AND potentially generate a stream of supplemental retirement income to keep retirement plans on track. These materials will help you.
It’s no wonder Protection UL is the top selling current assumption product 5 years running with features like these: Some of the lowest premiums on the market. Cash value accumulation potential. And a sophisticated design built to outperform its guarantees. Learn how Protection UL can help you top the sales charts with our training presentation and
Click here to access a replay of the August ONE meeting and view applicable sales materials, where Lincoln provided sales strategies to engage your clients and help you grow your business, including info on topics such as goals based planning, premium finance, retirement tax efficiency and more.
Following strong growth during the second quarter, retail sales got off to a slow start in the third – posting slightly negative growth for July. While lower oil prices were expected to hurt sales at gas stations, many other retail categories slipped as well. Read more.
Please join us for an exclusive webinar with Michael J. Walker, CLU, ChFC, a top executive from John Hancock, discussing the hottest emerging trends in Estate Planning. Get ahead of your competition, create new opportunities and increase your profitability! Topics to be covered include:
Estate planning is income tax planning
Preserving a step-up in basis may become more important
Zero-gift techniques to preserve gift exemptions
Consider the impact of the net investment and distribution (applicable to trusts) strategies
MoneyGuard II Overview & Long Term Care Planning
– The Financial Challenges
– Options for Planning
– Planning Flexibility
– Prospective Clients
Topic: MoneyGuard II Webinar
Date: Tuesday, May 20, 2014
Time: 3:00 pm, Eastern Daylight Time (New York, GMT-04:00)
Meeting Number: 749 334 479
Meeting Password: (This meeting does not require a password.)
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Conference Code: 810 109 9
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