The Digest – March 2023
In March’s edition of The Digest, you can find tools and resources designed to make it easier for financial professionals to help clients understand the multiple benefits that life insurance adds to a retirement plan.
Digests
The Digest – February 2023
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.
The Digest – December 2022
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!
The Digest – November 2022
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.
The Digest – October 2022
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.
The Digest – September 2022
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!
The Digest – August 2022
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.
The Digest – July 2022
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.
June 2022 Digest
Many clients worry about whether they have “enough” saved for retirement, but a more compelling question to ask your client is whether they have a strategy in place for increasing their retirement income. While your clients are trying to prepare for retirement — mostly by saving and properly investing for it — they may overlook an important consideration. Retirement planning needs to include tax diversification. This is especially important because more than a few people will be retiring in a higher tax bracket than they’re in right now.
Inside this month’s edition of The Digest are tools and resources that can help show you how to incorporate life insurance into a client’s retirement plan to create tax diversification.
May 2022 Digest
What does the future hold? A question none of us can predict but one that we, as financial professionals, are looked upon to help our clients adequately plan for by ensuring that the proper protection are in place for the potential unknown risks of tomorrow.
May is Disability Income Awareness Month and our focus of this edition of The Digest. Click below for access to DI sales ideas, case studies, and calculators along with a number of other resources designed for financial professionals who are looking to grow their business!