Helping Your Clients Better Finance their Retirement using Tax-Free Income

With the large number of baby boomers who will retire over the next two decades, new marketing methods have developed that can grow your business and increase your revenue. We can help you show your clients a way to supplement their retirement with tax-free income.

Where is your clients retirement income coming from? For many, the majority of their funding stems from:

• Government Benefits;
• Pension/Profit Sharing Accounts; and
• Personal Savings and Investments

However with the uncertainty of Social Security and increasing regulations and limitations of retirement plans, it’s important to provide your clients with another option.

Allianz has that additional funding possibility that your clients are looking for. Introducing Cash Value Accumulation Life Insurance, a retirement option that provides protection, wealth accumulation and tax benefits all in one policy. This great marketing tool will detail for your clients how this product could:

• provide death benefit protection;
• provide tax-deferred growth;
• provide income tax-free distributions via policy loans and withdrawals;
• allow income to start at any time; and
• much more!

Did you know that many Americans fear outliving their money MORE than they fear death? This brochure provided by Allianz, details five discoveries regarding many American’s thoughts on retirement and the economy, assisting you to better relate to your clients and their concerns for their financial future.

Ready to start selling? Here is a sample prospecting letter from Allianz that can help you get started.