As an experienced financial professional, you understand that planning for health care expenses in retirement goes well beyond Medicare benefits. In light of the growing cost of care, inflation, longevity and other factors, many clients face mounting costs that can disrupt their financial stability.
Our new Medicare Cross-Selling Kit contains a full agent guide for cross-selling annuities and life insurance to your Medicare clients and other resources to help you better understand their current and future needs. By offering these solutions, you can help them bridge any financial gaps and enjoy a more secure retirement.
What's included?
- A prospecting email template
- Phone scripts and a personal financial inventory form for policy reviews
- A client-facing Health Care Costs and Your Retirement guide
- Ready-to-post social cards and copy
- A PowerPoint presentation on Medicare's IRMAA surcharges
Enter your information here to request your 2024 Medicare Cross-Selling Kit.
