Building a Better Retirement: Finding the Right IUL & Annuity Clients | Adam Burge
Автор: TDG Financial
Загружено: 2026-02-16
Просмотров: 106
Описание:
Retirement planning isn't one-size-fits-all. In this session, Adam Burge explains how to identify clients who are looking for more than just a standard retirement plan. Learn how to position IULs and Annuities as essential tools for a secure, tax-efficient retirement strategy.
In this training, we discuss:
The Ideal Retirement Prospect: How to spot clients who are worried about market volatility or outliving their money.
Strategic Discovery: The key questions to ask to understand a client's long-term retirement goals.
The Tax-Efficiency Angle: How these products help protect retirement distributions from a heavy tax burden.
The Sales Pivot: Moving the conversation from "life insurance" to "retirement income security."
Watch this to learn how to help your clients retire with more confidence and less risk.
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