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Client Strategies

Client Strategies

Full-service support for your clients’ every need

Core strategies
  • Retirement Planning

    Show your clients how they can achieve their retirement goals by diversifying their portfolios.

  • Business Planning

    Help your business owner clients make the most of life insurance for their business's needs.

  • Estate Planning

    Help your clients create an estate plan that will protect their heirs and ensure their wealth lasts beyond a generation.

  • Protection Planning

    Show your clients how life insurance can help them achieve their financial goals while providing valuable protection.

specialized strategies
  • Legislative Impacts

    Stay informed on legislative changes to provide your clients with accurate, up-to-date advice.

  • Special Needs Planning

    Help families address unique planning concerns of loved ones with special needs.

  • Year-End Planning

    Lead thoughtful year-end conversations with resources that inspire reflection and growth.

Advanced Sales

Need a hand?

Meet your Advanced Sales team.

Our team offers specialized legal and planning expertise to help you grow your business and identify tailored solutions for your clients' needs.
Featured resource

Cash balance qualified plans

Dive into the mechanics of cash balance plans and how life insurance fits into their design and then use our client-friendly brochure to guide your client discussions.

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Available client strategies

Filter through our wide range of client strategies to help you pinpoint a solution tailored to your client’s specific requirements and goals.

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Life Insurance Retirement Plan (LIRP)

Incorporating permanent life insurance into a client’s financial strategy can help address their retirement needs, offering savings, income, and legacy solutions.

Retirement Planning
Buy-Sell Planning

This strategy is in development and coming soon.

Grantor Retained Annuity Trusts (GRATs)

This strategy is in development and coming soon.

Executive Bonus

This strategy is in development and coming soon.

Key Person Life Insurance

This strategy is in development and coming soon.

Supplemental Executive Retirement Plans (SERPs)

This strategy is in development and coming soon.

Charitable Giving

This strategy is in development and coming soon.

Key Person

This strategy is in development and coming soon.

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