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Retirement Solutions

Pension Risk Transfer: How You Can Keep a Steady Stream of Clients

More than $3 trillion in pension assets are ready to move to either insurance carriers or employees over the next two decades. With the right approach and qualified leads, pension risk transfer can grow your assets under management and provide sustainable growth.

Mike McGlothlin, Steve Pilger, Alan Pitts

November 2018 • 60 minutes

Long-Term Care

Repositioning Annuities for Long-Term Care

Tax-free benefits. More coverage. Give clients the confidence to pay for long-term care – and avoid paying the IRS too much. If you have clients with existing nonqualified annuities that are not needed as retirement income, a linked-benefit solution can reposition them from idle to ideal.

February 2018 • 34 minutes