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Simple Ways to Become Your Clients’ Retirement Planning Specialist

You can’t pick up a paper or magazine these days without reading about retirement planning, and it’s ALL about the baby boomers. Retirement planning is a service that you can provide your clients – why let someone else have the business? Start by asking your pre-retirement clients these short questions:

  1. Do you know what the magic number is? (The amount you need in income to retire comfortably?)
  2. What are your current income sources in retirement?
  3. Do you know what your social security benefits will be?
  4. What if there is a shortage?
  5. What if an unforeseen event jeopardizes this income?

This should lead to…..

  1. A discussion of needs
  2. An agreement to fill out a fact finder
  3. An opportunity to discuss annuities with or without income riders and LTC riders
  4. An opportunity to discuss protecting retirement income against chronic illness and LTC
  5. A call from you to AgentLink – we can help you at every point in this process so YOU are the expert for your clients!

Retirement Planning is a HUGE opportunity for agents like you!

We can help you get off the ground and tap into this growing market.

Email Bruce@agent-link.net for more information.

Filed Under: News and Updates

Previous Post: « Ohio Medicare Supplement Rate Changes from Anthem
Next Post: Individual Members Can Keep Grandmothered Plans Through 2017 »

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AgentLink Kentucky Office
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Louisville, KY 40223
Toll Free: 800.960.1371
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