You might agree that your existing clients are the single most valuable asset to your business. And purposively delivering a more meaningful client experience can mean you make better impression on them, increase their lifetime value and grow your revenue.
Retirement Analyzer
Without your help and guidance, most clients don’t realize when they’ll run out of money in retirement. With this robust tool, you show prospects “the big picture” of what’s missing in their financial strategy and how they can work with you to achieve their retirement objectives.
Indexalyzer
What Do Others Know About Crediting Methods and Indexing Options that You Don’t?
Be in the Know on Index Performance
Get the report that can help you create new opportunities for accumulation-focused annuity business.
Stonewood Financial
To successfully sell more life insurance, most financial professionals need tools that transform the IUL experience for prospects.
Instead of only having a carrier illustration and product brochure, with Stonewood Financial you’ll be using compliance-reviewed
content and tools that have generated more than $137 million in IUL production.
Bond Alternatives Strategies Whitepaper
As clients near retirement, most understand the need to take some volatility and risk off the table. Many clients have traditionally favored bonds for this purpose. However, on the next maturity date, your clients with a retirement income objective may want to consider repositioning some of the bonds in their portfolio to a fixed indexed annuity (FIA).
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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client’s individual circumstances.
The third party software tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.
Indexalyzer is a third party vendor who has a business agreement with Partners Advantage, a Gallagher Company (Partners Advantage) that allows for use of the Indexalyzer software product. The third party tools and information referenced in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials used in their practice.
