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Build Your Business with the Power of Knowledge
To move your business forward and help your clients create a more secure future, you have to keep current with the financial landscape and what may lie ahead.
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Client-Approved Educational Programs
We offer a library of educational programs on the topics your clients want to know more about.
Ideas to Help Build Your Business
Use these materials to start client conversations about a variety of retirement planning topics and help position you as the go-to resource.
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The Right Conversations at the Right Time
As we grow older, we change. And so will a client’s retirement strategy. We can
help you identify potential retirement life-stage concerns and provide you
with appropriate tools to help you work with clients on their specific needs.
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Accumulation Under Age 55
Common Concerns:
- Inflation, tax rates, and market events eroding their retirement savings
- Growing and protecting their nest egg between now and retirement
- Preparing for rising healthcare costs when they retire
Transition Age 55 to 65
Common Concerns:
- Protecting their nest egg as they get closer to taking retirement income
- Taxes eroding their retirement savings
- Uncertainty that their retirement plan will address their income needs
- Planning their legacy for their loved ones
Distribution Age 65 and Over
Common Concerns:
- Taxes and withdrawals depleting their savings
- Rising healthcare costs
- Required Minimum Distributions depleting their IRA, and not having money left for their spouse
- Leaving a legacy for their loved ones
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Partner with us, and we’ll invest in you
Contact your wholesaler today and have our team of experts and resources work for you.
Call us at 1-844-207-6976
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footnote
These web pages are for informational or educational purposes only. The information is not intended as investment advice and is not a recommendation about managing or investing your clients' retirement savings. In providing this information, Pruco Life Insurance Company (in New York, Pruco Life Insurance Company of New Jersey), Newark, NJ and Prudential Annuities Distributors, Inc. are not acting as a fiduciary as defined by any applicable laws and regulations.
Investors should consider the features of the contract and the underlying portfolios' investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained on the prospectus page or by contacting the National Sales Desk. Your clients should read the prospectus carefully before investing.
A variable annuity is a long-term investment designed for retirement purposes. Investment returns and the principal value of an investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than the original investment. Withdrawals or surrenders may be subject to contingent deferred sales charges.
Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. A licensed financial professional can provide complete details.
Prudential Annuities and its distributors and representatives do not provide tax, accounting, or legal advice. Please have your clients consult their own attorney or accountant.
For Compliance Use Only: 0308306-00001-00
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