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Financial professional having a conversation with her clients about life insurance and retirement
Financial professional having a conversation with her clients about life insurance and retirement
Resources for customer conversations
Whether you’re meeting a new prospect or a long-time customer, we know communication is the key to your success. We have tools and resources that can help.

Support retirement conversations

Defining retirement goals and how to get there can be uncharted territory for customers. Discover how we can support you through these conversations to help customers approach key decisions with confidence. Explore these pages for more information and helpful resources.
Key retirement decisions
What’s the best age to start taking Social Security? Which Medicare option is best? Help customers navigate through these key retirement decisions and more.
Why guaranteed income?
Customers can retire with more confidence when a portion of their retirement income is guaranteed. Explore benefits of guaranteed income.
Retirement risks
There are risks that can impact even the most well thought out plans for retirement. Check out some possible scenarios that customers need to prepare for.
Retirement visions
It's difficult to recommend retirement solutions without first understanding a customer's overall vision for their golden years. Use these resources to capture the bigger picture.
Social Security
Social Security is a key element in almost everyone's retirement income plan. Use these resources to educate customers and optimize their benefits.
Medicare
Medicare is one of the biggest retirement decisions and most don't know where to turn. Use these materials to educate your customers and present their options with confidence.

Support life insurance conversations

Everyone has something to protect, but they may not understand all the ways life insurance can help them do that. Explore how we can support you through common life insurance conversations and help you address customer objections.
Why life insurance?
Everyone has something to protect. Discover ways to share how life insurance can offer protection that makes a real impact on customers' lives.
Cross-selling life
Find out how cross-selling life insurance can help you gain a new revenue stream, retain existing customers longer and grow your business.
Life check up
Big life events can lead to changes in protection needs. Access our life check up resources to review their life insurance coverage and recommend solutions.
Legacy planning
There are several ways to help customers build and protect what they pass on to their loved ones and communities. Use these resources to support their planning.

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We’re here for you

We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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