<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2101698893445396&amp;ev=PageView&amp;noscript=1">
Partners Advantage WebsiteFacebookLinkedInTwitterEmail
888-251-5525
    Partners Advantage logo

    Life Insurance Products for Clients Focused on Wealth Accumulation

    Posted by Partners Advantage on Wed, Feb 14, 2018 @ 12:00 PM

    There are many cash-value life insurance products for clients who are focused on protecting their loved ones, wealth accumulation and tax-free distributions. The differences between these products can significantly impact the wealth accumulation potential of the policies. Let's examine the various cash-value products available and determine the top life insurance products for this purpose. 

    Read More

    Tags: IUL (indexed universal life insurance), retirement strategies

    4 Ways Clients Can Use Life Insurance in a Retirement Income Strategy

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Feb 07, 2018 @ 12:00 PM

    When I think of a retirement strategy, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income strategies for my clients, I’d argue that investing is the easy part of the process.

    Read More

    Tags: IUL (indexed universal life insurance), retirement strategies

    How Your Clients Can Increase Future IUL Contributions

    Posted by Partners Advantage on Wed, Jan 24, 2018 @ 12:00 PM

    Financial professionals often look at clients solely through the eyes of an illustration. We assume what a client looks like today will continue into eternity, instead of realizing that life changes over time. One example of this has to do with clients being able to afford higher contributions to an indexed universal life insurance (IUL) policy in the future than what they can afford today.

    Read More

    Tags: IUL (indexed universal life insurance), retirement strategies

    Importance of Retirement Income Planning Strategies for Your Clients

    Posted by Partners Advantage on Mon, Dec 11, 2017 @ 10:15 AM

    As more companies do away with defined benefit pension plans, the responsibility is left on individuals to ensure that they have enough income saved for retirement. The issue is many people don’t realize the importance of developing a financial strategy now or understand what needs to be done. Help your prospects and clients with a financial strategy that will help them not outlive their savings.

    Read More

    Tags: annuity, retirement strategies

    How Order of Returns Risk Can Impact Your Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Nov 22, 2017 @ 12:00 PM

    One of the most common risks in retirement is order of returns risk (also known as: sequence of returns risk). It is well known within the financial services industry that investing in marketable securities exposes clients to this risk. However, do your clients know that many indexed products are not immune from order of returns risk?

    Read More

    Tags: IUL (indexed universal life insurance), retirement strategies

    Questions You Should Ask Clients to Reduce Delayed Applications

    Posted by Partners Advantage on Thu, Sep 28, 2017 @ 12:00 PM

    To no surprise of anyone in our business, financial professionals often express to me their frustrations with the life insurance underwriting process. When I consult with them, I find myself asking the same important questions:

    Read More

    Tags: IUL (indexed universal life insurance), practice management, retirement strategies

    Are Your Clients Hiding Financial Assets from You?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Sep 20, 2017 @ 12:00 PM

    How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most financial professionals who confidently tell me this are kidding themselves. Why can I confidently say this?

    Read More

    Tags: practice management, retirement strategies

    Why Your Clients are Starved for Higher Interest Rates

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Aug 30, 2017 @ 12:00 PM

    What does it take to get a saver to move their money? Apparently not that much. According to an insurance company representative, they are writing new business hand over fist because their company offers the highest guaranteed fixed rate of interest for a specific number of years within a deferred annuity.

    Read More

    Tags: annuity, retirement strategies

    Bond Alternatives You Can Use to Strengthen Your Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jul 26, 2017 @ 05:42 PM

    In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. 

    Read More

    Tags: IUL (indexed universal life insurance), annuity, retirement strategies

    How IUL Policies Can Provide Your Clients More Benefits with Less Risk

    Posted by Jeff Janes on Wed, Jul 19, 2017 @ 05:14 PM

    There are various products out there that provide your clients with retirement income, and many of the traditional options such as a 401(k), IRA or Roth account come to mind. What many of your clients may not realize is that a properly structured and funded Indexed Universal Life (IUL) policy can provide your clients more benefits with less risk than the traditional options. 

    Read More

    Tags: IUL (indexed universal life insurance), retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.