If you want to add value to your clients and add revenue to your practice, then don't miss this webinar on Thursday, May 20, 2021 at 10:00 am EDT. Join FAIU and Chuck Perrault, Director of Advanced Markets, Prudential, as we examine two sophisticated and compelling estate planning concepts. Register here.
Members can now earn 400 Vitality Points when they share proof of their COVID-19 vaccination. Motivating individuals to receive a COVID-19 vaccination is directly in line with John Hancock’s goal of helping customers live longer, healthier lives. Sharethis great news with this client-approved email.
Sizable nest eggs may have significant tax implications. Introduce affluent clients to two different strategies using life insurance that can help them maximize the after-tax value of their inheritance or help reduce taxes paid on the IRA inheritance. Click here to learn more.
One of the many strategies for small business owners is ‘One-Way Buy-Sell’ for a more certain future. This client approved flyer can help you discuss the ‘why and how’ about the strategy.
The reality is, many families will take 35 or even 40 years to pay off a mortgage after refinancing, moving, or taking on other financial responsibilities. Make sure they consider the right amount and length of coverage to fit their future needs. Click here for a customizable piece to use today.
Use this latest F* is for Finance video to talk to your clients and prospects about preparing for retirement. Millennials, Gen Xers and Baby Boomers were asked what retirement meant to them and realized there’s a lot that comes up with how retirement is approached and defined.
