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Posts tagged with "Retirement"

Using Life Insurance For Retirement Purposes

Using Life Insurance For Retirement Purposes

Apr. 17 | When people hear the words “life insurance,” they immediately turn away from even discussing the matter. But what they may not understand is that it’s an asset — there to provide a stream of cash to help fund retirement tax-free...

Close the retirement gap using life insurance

Close the retirement gap using life insurance

Nov. 29 |   Only 42% of Americans are on track Only 42% of Americans are on track to cover their expenses in retirement.* Creating a comprehensive financial strategy including life insurance may help close the gap. *Retirement...

Life Insurance Can Be a Great Retirement Planning Tool. The more you know, the more you can sell.

Life Insurance Can Be a Great Retirement Planning Tool. The more you know, the more you can sell.

Aug. 3 | Many advisors don’t see an obvious connection between life insurance and retirement planning. After all, life insurance is best known for protecting your client’s family, particularly during their working years when children are younger and financially...

These are the top 5 trends shaping the annuity market

These are the top 5 trends shaping the annuity market

Nov. 30 | Within the annuity industry, increased longevity, the imminent retirement of the baby boomers, continued low interest rates, volatility in financial markets and, of course, the proposed DOL fiduciary rule remain the top concerns. Market and demographic...

4 ways to use life insurance in retirement

4 ways to use life insurance in retirement

Oct. 15 | People may think life insurance has nothing to do with retirement but, the truth is, life insurance has everything to do with it. See, it’s the life insurance you bring into retirement that gives you the license to spend your money. The people...

How to best communicate retirement planning to female clients.

How to best communicate retirement planning to female clients.

Jul. 22 | Purely as a result of gender, women bear some financial burdens to a greater degree than men. Specifically, here are the burdens they face: U.S. women currently are living 4.8 years longer than men from birth, according to the Social Security Administration....

Voya’s New Indexed Universal Life Insurance Solution Offers Protection and Flexibility for Retirement Planning

Voya’s New Indexed Universal Life Insurance Solution Offers Protection and Flexibility for Retirement Planning

Jul. 21 | Voya’s New Indexed Universal Life Insurance Solution Offers Protection and Flexibility for Retirement Planning MINNEAPOLIS, July 21, 2015 /PRNewswire/ — Voya Financial, Inc. (NYSE: VOYA), announced today that its Individual Life business...

Retirement Plans…Time is Running Out

Retirement Plans…Time is Running Out

Jun. 4 | The year is half over and many business owners are wondering how to avoid another year with a huge tax bill. Let American National show you some solutions that may help create tax deductions and wealth accumulation for your business owner...

New Source of Income – Retirement Plan Review

New Source of Income – Retirement Plan Review

Feb. 6 | Retirement Plan Review The review of a company’s retirement plan can be done in addition to a business owner’s life policy or annuity contract. Those of you in the life insurance market are familiar with life plan audits and policy review. Retirement...

How to use an IUL as tax-free retirement savings strategy

How to use an IUL as tax-free retirement savings strategy

Nov. 13 | It’s a fact: Any client with a large IRA has a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future taxes. A properly designed, Indexed Universal Life Insurance (IUL) policy offers tax advantages...