Rising inflation, uncertain markets, and increasing healthcare costs require a different strategy and approach to helping our clients plan and save for retirement.
Check out April’s edition of The Digest to learn more about how life insurance could be an appropriate planning tool during times of market uncertainty.
February is known as Insure Your Love month, making it the perfect time to educate your clients about life insurance and how it can help create a lasting legacy for those they love.
Protecting a client’s financial legacy and maintaining a path towards financial security for their loved ones are key pillars of the planning process. This month’s edition of The Digest includes tools and resources designed to help financial professionals reach these objectives.
It’s the season of giving and the perfect time of year to speak to your clients about the type of legacy they want to leave for their children and grandchildren. This month’s Digest contains tools to help you show your clients how life, long term care and disability insurance can be a gift that lasts for generations, even if it is a bit unconventional. Happy Holidays from OWR family to yours!
November is Long Term Care Awareness Month – to raise awareness about the importance of planning for long term care needs and the impact LTC expenses can have on the financial security of American families. 7 out of 10 Americans turning 65 will need long term care during their retirement, and the financial burden of paying for this care out-of-pocket can be crippling. In recent years, insurance companies have created new and affordable products to help clients protect their assets.
We want to help you raise awareness among your clients. It’s important for you, and your clients, to understand the options that are available, and this month’s edition of The Digest includes a number of tools and resources that can help.
In honor of Breast Cancer Awareness Month, the October Digest is dedicated to planning and underwriting ideas for your female clients. Statistics show women are interested in learning more about finances and retirement planning, and it is estimated that two-thirds of our country’s wealth will be controlled by women by 2030. OWR team is here to help you reach out to your female clients and discuss topics that matter to them.
In addition to all the resources provided within, look out for information on OWR webinar, Women and Retirement, happening on Tuesday, October 25 at 1:00PM.
September is Life Insurance Awareness Month! Take this opportunity to reach out to your clients and discuss the importance of life insurance to protect their families.
In this month’s Digest you’ll find tools to aid in these conversations and help you build social media campaigns to reach out to your client base. OWR carrier partners are hosting a number of webinars throughout the month designed to help you in these efforts as well. Be sure to check them out.
OWR team wants to help you end the year strong and LIAM is a great way to kick off the season!
While business owners are focused on day-to-day operations and growing their businesses, they often overlook important elements of future planning. Surveys of business owners show only slightly over 50% have a succession plan in place, and many of those are unfunded. Help your client protect the future of their business by implementing a transition strategy that includes a properly funded buy-sell agreement.
See this month’s edition of The Digest for the tools and resources to help get you started on a plan that will work for your client.
Do you have clients who want to leave a legacy for their children or grandchildren but are concerned about their own retirement costs, as well as the potential for unexpected financial setbacks in the future? See this month’s edition of The Digest for the tools and resources you need to show your clients how they can make themselves feel financially secure while also providing something for future generations.