Retirement Toolbox

Secure Policies For A Retirement Solution Annuity Planning for the Modern Agent

Especially during this time, we should be doing everything we can to protect our clients’ retirement interests. These insurance products have rapidly become a household term as people look for secure ways to plan for life beyond the workplace. These long-term products are backed with guarantees by the issuing company and provide the clients with the potential for interest to be credited based on certain indexes. 

Annuities are tax-deferred policies designed to grow funds in order to provide income or wealth accumulation over time. These funds can be used to finance anything the client desires, including other policies, making them an excellent option for creating cross-selling opportunities.