Simplicity That Sells: CL Life's clean retirement solutions

Описание: Want to tap into one of the most stable and underserved markets in the country?

Join us to learn how to connect directly with federal employees actively seeking financial guidance, automatically fill your calendar with pre-set, qualified appointments, and position yourself as a trusted retirement income expert using CL Life’s simplified, competitive solutions.

What we'll cover
• CL Life: The company that's making simplicity and transparency the new standard in retirement planning
• How to use CL Sundance to lock in growth: Explore the carrier's ultra-competitive MYGAs and using them to deliver guaranteed accumulation and predictable outcomes
• What makes CL Tarrant Trail a unique MYGA alternative: Uncover the powerful “bailout” feature and how it offers flexibility for clients who may be rate-conscious or wary of commitment
• K.I.S.S. (Keep It Super Simple): Ways to simplify your client conversations and cut through the complexity that overwhelms many retirees
• Plug-and-play appointment setting strategies: Get the inside track on marketing funnels that deliver qualified federal employee leads who are ready to talk now
• Bonus! Ladder Strategy Template, tailored for CL products: Walk through building a 3-tier ladder strategy using CL solutions (and you’ll get the ready-to-use template after the session)

Why CL Life?
• Straightforward, competitive MYGAs and fixed annuity alternatives
• Client-friendly liquidity and bailout options
• Streamlined, advisor-first experience
• Focused on simplicity, clarity, and value

Register today to scale your federal market strategy with modern tools and simple, powerful product design!

0:00 Introduction
15:10 Simplicity That Sells
33:30 Questions and wrap-up