Retirement planning has become the first priority for many individuals. Social Security and other retirement plans may not be sufficient for the clients’ needs. Though a client may be funding a 401(k) and IRA, they still might worry that they do not have enough savings opportunities, or that they may have a potential retirement shortfall.
One of the most overlooked savings tools for retirement is life insurance.
The cash value of a life insurance policy grows on a tax-deferred basis and may provide your client with a source of additional retirement income.
Address potential planning opportunities in your clients’ retirement plans
We can generate a detailed report unique to each client on the potential income gap between their dream income, and what they are actually going to receive in retirement.
A member of our team would use this information to conduct a thorough retirement check-up, and help you show your clients how life insurance can positively affect retirement years.
Please contact us today – we look forward to the opportunity to help you complete a retirement check-up for each of your clients.