Brokers AllianceRetirementBrain
One of the most important decisions your clients will make in their lifetime is how to plan for retirement. RetirementBrain is here to help.
RetirementBrain is a tool for licensed insurance agents. Looking for coverage as a consumer? Talk to a Brokers Alliance agent.
Other retirement planning tools are limited to illustrating only one retirement option with a "one size fits all" comparison. RetirementBrain allows you to compare multiple options, customized with your numbers, in an interactive and collaborative environment.
RetirementBrain helps you tell the story of permanent life insurance and relates it back to your client in four critical ways.
Four ways to tell the permanent life insurance story
Each one, customized with your client's real numbers, in a side-by-side comparison.
Market Volatility
Just how exposed is your client's current retirement plan? Alternative solutions such as an IUL can provide protection from market downturns.
Income Longevity
How long will their retirement income last? Supplement with income that lasts a lifetime.
Tax Deferred vs Tax Free
There's a difference and it can be costly. There are valuable tax benefits to planning with insurance.
Fees
Compare the fees in a traditional plan to those in an IUL. You can offer your client relief from excessive fees.
Let RetirementBrain help your clients make informed decisions about their retirement planning.
For more information on this and other opportunities, contact your Brokers Alliance® Agent Relationship Manager at (480) 816-9000.
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Get contracted with Brokers Alliance and start the retirement income conversation.
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