Retire Stronger

Brought to you by American General Life, a member company of AIG.

Unique tools

BGAs and producers

•  See new market opportunities
•  Leverage 20 minute training
•  Access unique “Napkin Tools”

Module 1 - Major Financial Challenges

Discover prospects and provide value to clients by raising awareness of consumer challenges.

 Step 1: 

 Access training tools: learn about
 retirement and longevity challenges


Video: Risks to Retirement Assets

Infographic: Health Statistics

Infographic: Retirement Statistics

 Step 2: 

 Review key talking points

Raise awareness of retirement
and longevity challenges. Each
statistic has a timely and relevant
story. How do they relate to your
specific client(s)?
 How to use with clients

Discuss/show the health and
retirement infographics and video during face-to-face meetings with clients and prospective clients.


Email video link and fillable health and retirement info-graphics to prospect database as well as current clients.

DOWNLOAD CONSUMER
EMAIL TEMPLATE.

Module 2 - Life Insurance as Income Stream

Fill your pipeline using solutions-based messaging for consumer challenges.

 Step 1: 

 Access training tools: learn about
 life insurance as an income stream


Video: Living Benefits

Brochure: Live Longer.
Retire Stronger.

 Step 2: 

 Review key talking points

Introduce the use of life insurance as an income stream – a new concept for many people.

This is not your grandparent’s life insurance, for the first time the insured can use the death benefit while living. Life insurance with living benefits can play a role in your client’s retirement income strategy.

Module 3 - Solutions to Top 3 Retiree Concerns

Introduce the idea that a unique life insurance solution can answer three of the top concerns
retirees face.

 Step 2: 

 Review key talking points

For the first time, universal life
insurance can help mitigate pre
and post retirement risks, whether you 1) live too long, 2) die too soon or 3) get sick along the way.

Learn more about living benefit riders that offer unique protection and are currently only available through the Asset Protector.

Module 4 - Turn-Key 20 Minute Training Programs
 
Turn-key programs for Brokerage General Agencies (BGAs) to engage and train producers
on new market opportunities to help them grow their business.

 STEP 1 FOR BGAs: 

 Set up a webinar or meeting to
 discuss retirement protection
 market opportunities.


 STEP 2 FOR BGAs: 

 Run meeting with your
 producers. Coordinate with
 your AIG RVP if desired.


 STEP 3 FOR BGAs: 

 Send follow up flyer to
 producers for specific action
 items they can do immediately


 STEP 1 FOR BGAs: 

 Set up a webinar or meeting
 to discuss “LTC vs CI”
 market opportunities.


 STEP 2 FOR BGAs: 

 Run meeting with your
 producers. Coordinate with
 your AIG RVP if desired.


 STEP 3 FOR BGAs: 

 Send follow up flyer to
 producers for specific action
 items they can do immediately


 STEP 1 FOR BGAs: 

 Set up a webinar or meeting to
 discuss “LIRP”
 market opportunities.


 STEP 2 FOR BGAs: 

 Run meeting with your
 producers. Coordinate with
 your AIG RVP if desired.


 STEP 3 FOR BGAs: 

 Send follow up flyer to
 producers for specific action
 items they can do immediately


 STEP 1 FOR BGAs: 

 Set up a webinar or meeting to
 discuss “Wealth Transfer”
 market opportunities.


 STEP 2 FOR BGAs: 

 Run meeting with your
 producers. Coordinate with
 your AIG RVP if desired.


 STEP 3 FOR BGAs: 

 Send follow up flyer to
 producers for specific action
 items they can do immediately


Unique Napkin Tools

Napkin Tools are popular training tools that help you create more effective and impactful
meetings with clients. Review the training for each section, learn the story and be able to create
your own napkin tools drawing/discussion in client meetings.

Who Could Benefit Resources