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SUMMARY:American Equity - Retirement Planning
DESCRIPTION:Whether their retirement is around the corner or years away\, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations? \nJoin us for a quick webinar touching on key income and fixed index annuity (FIA) questions.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n5 quick questions to spark meaningful client conversations — in just 15 minutes\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n1.\n\n\n\n\n\n\n\n\nIs your current annuity delivering the income you really need?\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n2.\n\n\n\n\n\n\n\n\nWould your plan change if income needed to last for two lives instead of one?\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n3.\n\n\n\n\n\n\n\n\nInterested in freeing up assets for growth — without sacrificing income?\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n4.\n\n\n\n\n\n\n\n\nAre you set up and ready for your required minimum distributions (RMDs)?\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n5.\n\n\n\n\n\n\n\n\nHave you prepared financially for possible future health events?\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRetirement is about more than saving — it’s also about building income confidence. It may be time to talk to your clients about how an FIA or an FIA repositioning can help build guaranteed income.  \nJoin us for a practical webinar designed to help you lead smarter\, more impactful conversations with your clients. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister for our webinar today\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nCoffee’s on us — we’ll send you a gift card when you register.
URL:https://simplicityufc.com/event/american-equity-retirement-planning/
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