GBS has a vast reserve of helpful methods and concepts to help you discover new market opportunities. Our resources will enable you to better identify your clients’ needs and fulfill their objectives, thereby improving their protection. We put strategies at work for you to help you optimize your clients’ investments and grow your business.
LIFE INSURANCE
- Life Insurance Concept Marketing - Principal: Strategies to develop more opportunities.
- Using Life Insurance for your "Smart Money" - North American: How to use single-premium life insurance as an asset for financial protection.
- Sales Ideas for the "Sandwich Generation" - Global Atlantic: Examples on how to create more flexibility for competing needs in the "Sandwich Generation" market.
- 12 Life Insurance Mistakes to Avoid - Prudential: Simple guide on common mistakes to avoid when considering purchasing a policy.
ANNUITIES
- Guide to QLACs - AIG: Discover a new option to help retirement income last with Qualified Longevity Annuity Contracts (QLACs).
- Balancing Risk and Reward with Fixed Annuities - Lincoln Financial: A helpful infographic explaining the risks and benefits of fixed indexed annuities, and what they provide.
- The Rule of 72 - Lincoln Financial: Why tax-deferred investing matters, and how to create a tax-smart investment strategy.
DISABILITY INSURANCE
- Disability Insurance Calculator: Calculate your income protection needs.
- The Value of Paycheck Protection - Principal: Our income is one of our most valuable assets, yet one of the least insured. Learn how to talk to your clients about income protection.
- Income Protection Top Priorities - Principal: Discover your clients' top priorities and how best to protect their income in the event of illness or accident.
- Income Protection for the Cost of a Daily Cup of Coffee - Principal: Many individuals believe the cost of Disability Insurance is too high - find out how to protect your most important asset for the cost of a daily cup of coffee.
RETIREMENT
- Managing Retirement - AIG: Life insurance strategies to help manage your retirement.
- Maximizing Your Pension - North American: How death benefit protection can help you get the most out of your pension benefits.
- 10 Reasons You May Need Life Insurance in Retirement - Prudential: Discover the versatile benefits life insurance death benefits can provide in retirement planning.
- Tax Impact: Identify Opportunities - Lincoln Financial: Learn how taxes are affecting your clients' retirement plans and how you can help protect their wealth.
- The Inspired Retirement Guide - Lincoln Financial: A holistic planning workbook to help you determine future income goals.
BUSINESS PLANNING
- Bonus Planning - North American: Finding an Executive Bonus Arrangement with life insurance.
ESTATE PLANNING
- Estate Planning - Securian: Pass your estate with maximum tax efficiency.
- Social Security Maximization - John Hancock: Wealth transfer planning with Social Security.
CHARITABLE GIVING
- Creating a Legacy - Penn Mutual: Maximize your charitable contributions by creating a charitable endowment.
- Success Strategy - Charitable Planning with Life Insurance - John Hancock: How to use life insurance in charitable giving, and meet planning objectives for your clients.
- Comprehensive Charitable Planning - John Hancock: An in-depth look at the ways you can utilize life insurance as a means of providing benefits and opportunities to both charities and clients.