lasting mark.
Opportunity

Retirement Protection & Annuities

seniors hugging by sea
lm images 3
Retirement Protection and Annuities

Essential Retirement Solutions

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:

  • Income Plan
  • Market Risk Plan
  • Proactive Tax Plan
  • Asset Protection & Estate Plan
  • Care Plan – Health & Long-Term Care Solutions
  • Transparent & Low Investment Fees

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.

Retirement Sales Opportunity

Retirement Conversations Made Simple

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:

Coaching and Mentoring

  • How to begin the Advanced Markets conversation
  • How to present the opportunity
  • How to assess clients’ needs
  • How to gather documents
  • How to formulate a plan
  • How to present solutions to clients
  • How to deliver a turn-key retirement seminar
  • How to close the sale
  • How to follow-up with clients

Direct Sales
Support

  • Start-to-finish sales guidance
  • Client plan suitability
  • Strategic financial planning
  • Solution and case design creation
  • General problem solving

Tools and
Resources

  • Collaborative online community for real time help
  • Retirement Prospect Portal
  • Market risk assessment tools
  • Retirement planning software solutions
  • Tax-strategy tools
Retirement Sales Opportunity

What Sets Us Apart

We provide advanced markets and retirement planning support at two primary levels:

ELEVATE

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.

Agent earns 50% of the Street Comp

EMPOWER

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.

Agent earns 100% of the Street Comp
Products & Services

Essential to Retirement Confidence

image

Retirement Income Strategies

Income streams designed to preserve wealth in retirement.

image

Investment Risk Management

Tailored, diverse portfolios that minimize risk and align with your preferences.

image

Proactive Tax Planning

Tax-efficient strategies to help you keep more of your earnings for family and causes.

image

Estate Planning & Life Insurance

Tax-smart strategies to protect your loved ones now and in the future.

image

Long-Term Care Solutions

Guidance on whether long-term care is right for you, with options for future assistance.

image

Philanthropic Planning

Strategies to maximize your impact and support your chosen causes efficiently.

image

Healthcare Review & Planning

Personalized health plans to address rising costs and navigate Medicare options.

Experience

The Lasting Mark Difference.

When you join Lasting Mark, you become part of a supportive community of agents, coaches, and mentors focused on your success—helping you launch with confidence, achieve sustainable profitability, and build a business that makes a lasting impact.