Retirement 101 - Best Ways to Help Your Clients Save for Retirement!

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO.  Today we sat down with Chris DeMars; an annuity specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different annuity, securities, & traditional savings options that consumers can use to save for retirement.

The cost of raising a child in the year 1990 has since more than tripled in today's world. While the cost of living; has shot up significantly in the last 3 years. What will the financial climate look like in the next 30 years, and how will we all have enough money to survive after the employer paychecks have stopped rolling in? What do we do if every day is a Saturday in retirement? There are numerous reasons as to why we all have to save for retirement, and there's just as many ways to save for that stage of life. 

But some options are better than others. There are so many risks associated with more traditional forms of retirement savings options, including withdrawal risk, longevity risk, tax risks, etc. Teach your clients how to save for a more financially sustainable future by planning for retirement using insurance products, as opposed to their bank.

How many times have we had to bail out the banks? How many times have we had to bail out the insurance company? 

Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance