Right now, one of the greatest fears retirees face is the fear of outliving their money. As an agent, you have the opportunity to provide peace of mind and strategies that help clients have an “On-Track Retirement”. This helps them avoid common Retirement Roadblocks such as Taxes, Market Risk, Long-Term Care Costs, and Investment Fees.

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One of the tools we provide for agents to use with their clients is a Retirement Confidence Score. This Confidence Score is driven by the key elements of every great retirement plan:

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• Income Plan

• Market Risk Plan

• Proactive Tax Plan

• Asset Protection & Estate Plan

• Care Plan – Health & Long-Term Care Solutions

• Transparent & Low Investment Fees​

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Tools and strategies like this work because you get to turn comprehensive planning over to a team of leading experts in the field of retirement planning. These big-picture plans lead to bigger annuity, life, and long-term care sales from which you earn 50% of the commission. Plus, you still get to participate and have hands-on learning experiences.