4 Ways Agents Can Help Clients Save for Retirement
Three years of historically high inflation has led to the target retirement savings amount rising more than 53% since 2020.
Three years of historically high inflation has led to the target retirement savings amount rising more than 53% since 2020.
Many young people have seen the impact that care for a family member has on the rest of the family. When a grandparent or other relative needs care, they are getting a first-hand look at what that means for their parents.
Here’s why incentives are essential to shaping successful benefits programs, as well as actionable insights for independent insurance agencies and their clients.
Agents must be willing to put in the work to overcome a maze of U.S. and foreign regulations, as well as logistical hurdles, to get foreign national clients’ policies funded.
Despite its importance, many consumers hesitate to increase or obtain life insurance coverage. It’s important for agents to address these barriers sensitively and provide informed guidance built on a foundation of trust.
As people move into retirement, new risks emerge, which become more daunting as the decades pass.
Here’s how to identify new agents and prepare them to sell Medicare more efficiently and successfully.
For independent agents, Medicare provides growing market opportunities, the potential for year-round sales and the rewarding aspect of making a meaningful difference in people’s lives.
Companies best suited for ICHRAs save an average of more than 20% on their yearly health care premiums and their employee satisfaction scores surge, thanks to the additional plan options.
For independent agents, selling life insurance has traditionally involved more effort than other lines of business, but today the life insurance market is ripe with opportunity.