We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.
Retirement Solutions
Planning Opportunities Using Social Security Statements
Your client’s Social Security statements can provide a great planning opportunity. Show them the bottom section where it projects the Social Security shortfall at 78% of total benefits — and set an expectation on how to maximize their remaining benefits.
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2 minutes
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Retirement Solutions
Understanding the Taxation of Social Security
45% of people surveyed do not believe Social Security distributions are taxable, but most of those clients probably do pay taxes on the benefits. You won't be able to eliminate the tax, but you could reduce it during the distribution phase by planning now.
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3 minutes
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Retirement Solutions
The Benefit of Social Security COLAs
Social Security has a built-in cost of living adjustment (COLA) to increase the benefit over time. What many clients don’t realize is this kicks in even if benefits are deferred, which can greatly increase the total lifetime value of payments. See how the math works out.
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3 minutes
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Retirement Solutions
Solving the Retirement Income Goal with Social Security
Two couples. Same assets. Different outcomes. Both have met their retirement income goal of $80,000 per year based on their plan simulations. But one will have an estate value of $600,000 more than the other, based solely on pulling one Social Security distribution lever.
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3 minutes
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Retirement Solutions
The Stats Behind Social Security Planning Opportunities
America is not very knowledgeable regarding Social Security. The statistics prove that even what survey respondents think they know is typically misinformed. See how you can guide clients to make better decisions now that can set up for retirement income success.
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3 minutes
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Life Insurance
Increase Cash Growth for the Long-Term
Many corporations have cash just sitting on the balance sheet. What if there was a way to put it to better use? Life insurance can take cash off the sidelines and increase how it earns for you.
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3 minutes
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Advanced Planning
Fair Distribution for Families
No matter what a family looks like, there’s a need to distribute assets fairly. In cases of children from multiple marriages, blended families or only some children being involved in the business, life insurance can help accomplish that.
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1 minutes
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Advanced Planning
Buy-Sell Planning Opportunities
Multiple owners don't have to mean more obstacles. We can help structure a buy-sell agreement that addresses current goals. Or, we can review an existing plan and make sure that it covers what’s important.
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1 minutes
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Life Insurance
A Better Experience for Managing In-Force Policies
Bring your in-force cases into focus with In-Force Vision, Ash's revolutionary in-force case management system. It's more than just a way to keep track of your policies. It's an opportunity to increase your value and your business.
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1 minutes
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Disability Insurance
The Year Disability Insurance Saved Christmas
Once upon a time, in a land far, far away, there lived an elf who fell out of Santa's sleigh. None of the other elves were distressed or dismayed. This is the story of how disability insurance saved the day. Make sure your business-owner clients have a key person DI policy before something happens.
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3 minutes
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Practice Management
Marketing and Lead Generation Bundles
Generate leads. Grow your business. Digital marketing doesn't need to be your specialty, but your firm needs to be attracting quality prospects that can move the needle for your business. We'll help you remain relevant in the largest shift from the workforce to retirement.
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1 minutes
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Retirement Solutions
Using Annuities in Today's Environment
To properly use annuities in your clients’ planning, you need to keep up with changing times and needs. Utilizing our Annuity Audit team and other resources on our website makes the task more manageable.
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1 minutes
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