Right now, one of the greatest fears retirees face is the fear of outliving their money. As an agent, you have the opportunity to provide peace of mind and strategies that help clients have an “On-Track Retirement”. This helps them avoid common Retirement Roadblocks such as Taxes, Market Risk, Long-Term Care Costs, and Investment Fees.
One of the tools we provide for agents to use with their clients is a Retirement Confidence Score. This Confidence Score is driven by the key elements of every great retirement plan:
Tools and strategies like this work because you get to turn comprehensive planning over to a team of leading experts in the field of retirement planning. These big-picture plans lead to bigger annuity, life, and long-term care sales from which you earn 50% of the commission. Plus, you still get to participate and have hands-on learning experiences.
The Lasting Mark Retirement Group is a team of retirement advisors and client service specialists with expertise in annuities, life insurance, long-term care strategies, tax planning, and wealth management.
We offer a simple, trusted system that will allow you to assess client needs, confidently engage in financial conversations, and navigate retirement concerns. We align with you for your success in the retirement planning process in three simple ways:
We provide advanced markets and retirement planning support at two primary levels:
The ELEVATE support level introduces you to Advanced Markets, allowing you to engage in the process for your professional growth and development. Our retirement team will directly engage with your client and facilitate the entire sales process upon receiving your referral. You can shadow the complete experience with the retirement advisor to expand your opportunities and capacity to serve clients.
The EMPOWER support level puts you in the driver’s seat and allows you to direct all communications and engagement with your client. Our retirement team empowers and equips you to successfully navigate the entire sales process and maximize your earnings.
Income streams designed to preserve wealth in retirement.
Tailored, diverse portfolios that minimize risk and align with your preferences.
Tax-efficient strategies to help you keep more of your earnings for family and causes.
Tax-smart strategies to protect your loved ones now and in the future.
Guidance on whether long-term care is right for you, with options for future assistance.
Strategies to maximize your impact and support your chosen causes efficiently.
Personalized health plans to address rising costs and navigate Medicare options.
A Community of Trusted Partners and Leaders In The Insurance Marketing Organization (IMO) Industry.
