Page 13 - Lasting Mark : Onboarding Guide

WHO WE ARE

MARKETS WE SERVE

ANNUITIES • LIFE INSURANCE WITH LONG-TERM CARE BENEFITS
TAX-FREE RETIREMENT • WEALTH MANAGEMENT
BANK ON YOURSELF • DEBT FREE LIFE • MORTGAGE FREE LIFE
RETIREMENT

Right now, one of the greatest fears planning over to a team of leading
retirees face is the fear of outliving experts in the field of retirement
their money. As an agent, you have the planning. These big-picture plans
opportunity to provide peace of mind lead to bigger annuity, life, and long-
and strategies that help clients have an term care sales from which you
“On-Track Retirement”. This helps them earn 50% of the commission. Plus,
avoid common Retirement Roadblocks you still get to participate and have
such as Taxes, Market Risk, Long-Term hands-on learning experiences.
Care Costs, and Investment Fees.
WE PROVIDE
One of the tools we provide for agents Coaching and Mentoring
to use with their clients is a Retirement Direct Sales Support
Confidence Score. This Confidence Score Tools and Resources
is driven by the key elements of every
great retirement plan:

Income Plan
Market Risk Plan
Proactive Tax Plan
Asset Protection & Estate Plan
Care Plan – Health & Long-Term Care
Solutions
Transparent & Low Investment Fees

Tools and strategies like this work
because you get to turn comprehensive

www.lastingmark.com Onboarding Guide 13