It’s time for those of us in the industry to celebrate what we do every day—help clients protect their family home, their savings, their way of life and their plans for the future.
It’s also a great time for agents to start a conversation about the value of life insurance-whether you’re meeting with a new prospect or conducting an annual review with an existing client.
Life insurance and retirement planning
Any discussion about life insurance should include its role in retirement planning. Our Map Your Course materials can help. This suite of materials helps you talk with clients about the risks they may face during retirement and how our Income Advantage IUL can help.
The main brochure addresses eight retirement risks and the stand-alone brochures provide more in-depth information on five of the risks. Each will help you speak to the value an IUL policy brings to retirement planning.
You can also order these materials through your normal supply channels.
From all of us here at Mutual of Omaha, we wish you a great Life Insurance Awareness Month.