Offer clients simple, affordable and responsibly-designed life insurance solutions. Principal has made it easy for you to start that conversation—with customizable materials that you can share in just a few clicks.
Life Insurance protects the people you care about and who depend on you financially. Use this tool to determine your current life insurance needs. But keep in mind, your coverage can be adjusted up or down to fit your budget and personal preferences.
Share candid videos made by Prudential of real families talking about their answers to thought-provoking questions. How would people you know respond? Send them an email in one easy click and start a conversation about the importance of life insurance.
Expand your client’s opportunity for growth. As you help your clients utilize life insurance to complement their well-rounded financial strategy, it’s important to highlight how Allianz can provide death benefit protection plus accumulation potential for future needs. Learn more in this helpful brochure from Allianz.
The tax season has officially wrapped up for many. Now is a great time to start talking to your clients about the tax benefits of life insurance – the tax-free benefit, tax-free distributions, tax-free growth on cash value, and more! To aid in this discussion, John Hancock has a suite of materials available:
NIW first emerged as a leader in premium finance in 2000. Since then, the company has focused on financed insurance solutions mainly in the US market. As a company, NIW combines long time industry experience with conservatism to create financial solutions that are focused on sustainability. NIW uses financed insurance to reduce clients’ out of pocket costs, and are specifically designed to stand the test of time. Learn more here.
NIW presents Kai-Zen
Due to limitations, traditional retirement plans are typically insufficient for high income earners. If you want the potential to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward helping to protect your future without putting a drain on your current finances. Kai-Zen is one of the ONLY strategies that uses leverage to help you acquire more of the insurance benefits you need to financially protect you and your family. Learn more.
Initiate life insurance conversations with your clients and prospects … and win them over. Leverage these life insurance awareness materials, including presentations, videos, checklists, handouts and more from Principal.
At retirement, retirees face the momentous challenge of creating a lifestyle from the nest egg they’ve spent their whole lives building. Take a closer look at how retirees can use guaranteed income annuities to not only improve financial outcomes, but also increase confidence and reduce stress in retirement.
There are risks in retirement that can derail your clients’ plans. Life insurance is an often overlooked tool to help meet these unexpected challenges. Only life insurance can give them a death benefit while also building cash value they can access, generally tax-free.
Use this tool provided by Principal to help demonstrate various planning needs to your client.
Principal makes it easy to succeed no matter your clients’ business type, size or need. Learn more about their business solutions and how you can help your client plan for every need.
Uncovering business owner needs and starting the planning conversation is easy when you use Principal’s complimentary business planning services. The reports serve as a great door-opener that can lead to life and disability insurance sales and help business owners.