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Be ready for the sales opportunity that tax season brings.
Tax season is a natural conversation starter to help you learn if customers have put off saving for retirement. The resources here will help you ask the questions that will start a retirement conversation with customers. Help them make the connection that IRAs are a key element to their retirement strategy. Ultimately it will help you to make the sale. Just Ask
Start The Conversation
Refer to 7 Ways to Start a Retirement or IRA Conversation (FIN2487) for great tips on how to kick off your discussion.
Direct Mail
Make the connection with customers through a direct mail campaign by using the direct marketing communications available on TaG and MOD/POD.
Target and Grow (TaG):
Check out the latest Retirement and IRA direct marketing letters and postcards available now.
- Roth IRA Conversion Letter (FIN1694)
- IRA Rollover Letter (D10729)
- Ready for Retirement Postcard (FIN1963TAG)
- It’s Never Too Late Letter (FIN2402)
Print on Demand (POD):
Personalize these retirement postcards with your agency name, address and photo at no cost.
- Retirement Savings Postcard (FIN2313)
- Ready for Retirement Postcard (FIN1963POD)
- April 15th Deadline Postcard (FIN1964) NEW
Note: We personalize them - you stamp and mail them.
Accessing TaG and POD
To access TaG simply log onto tagallstate.com or select Target and Grow from the left navigation bar of Agency Gateway. Click here to learn more about TaG.
POD is accessible via MOD or a direct link from Agency Gateway.
Co-op Advertising:
Help raise awareness that you can help consumers with their retirement savings needs with new 401(k) and Retirement ads.
You can access the ads via the Co-op Build an Ad/Co-op Resource Center link from Agency Gateway. Co-op advertising allows you to customize ads with your contact information and photo and is a great way to leverage Executive Advantage dollars while getting your name out in your local community.
The 401(K) Rollover ad is available in these sizes:
- 4.25 x 7
- 5.5 x 8.25
- 6 x 9
- 8 x 4
The IncomeProtector and the GrowthProtector print ads are available in these sizes:
- 6 x 9
- 8.5 x 11
Material Order Distribution (MOD):
The followings inserts are available on MOD at no cost and can help raise awareness on how IRAs offer valuable tax advantages. These items are great as inserts into existing mailings.
MOD
Unless otherwise indicated all materials are available on MOD, which can be accessed from:
- The Sales Tools menu on accessallstate.com
- The left nav bar on Agency Gateway
When searching MOD always use an * after the form number to access the most recent version.
Did you know?
You can log into the Social Media home page on Agency Gateway to find and understand everything your agency needs to be successful on Facebook, Twitter, and LinkedIn. Don't forget to look for the new RETIREMENT messages on Hearsay! -
Connect With Customers
Help customers learn how an IRA can play a key role in their retirement strategy with IRA specific marketing brochures and consumer seminars. Make the Connection.
IRA Marketing Pieces
These IRA specific marketing pieces are all customer approved and designed to assist you in educating customers on IRAs.
IRA Resources
- Basics of Annuities Brochure (FIN1763)
- Basics of IRAs Brochure (FIN82)
- Managing Your IRA Distribution Sales Flyer (FIN1088)
- Beneficiary Rollover to an IRA (FIN2240)
- Retirement Comparison for Business and Individual Brochure (FIN844)
- Retirement Saving Strategy Sales Flyer (FIN2475)
- Traditional vs. Roth IRA Flyer (FIN1638)
- Finding Retirement Resources Flyer (FIN2492)
- Common IRA Mistakes (FIN2491)
Tax Resources
- Tax Update Flyer (FIN1158) NEW
- Tax Update Summary (FIN2505) NEW
- Equivalent Taxable Return of Fixed Annuities (FIN862) NEW
- Taxable Investment Rates and After Tax Yields(FIN1477) NEW
Additional Resources
Consumer Seminars
Reach more existing and potential customers by hosting a Rollover Strategy consumer seminar. This seminar discusses:
- Retirement plan distribution options
- Rollovers
- IRA distribution planning and,
- IRA bankruptcy protection
The Rollover Strategies Seminar was designed for pre-retirees facing decisions on their pensions and profit sharing plans as well as employees being offered early retirement or voluntary termination packages. Click the links below to view the seminar materials. The workbook is available for order through MOD.
- Rollover Strategies Seminar Workbook (FIN832)
- Rollover Strategies Consumer Seminar (FIN832CW) - available online via accessallstate.com
Retirement Workshops
Hosting a Retirement Workshop is another great way to get customers focused on their future. This is Not Your Parent’s Retirement Seminar takes a look at the risks today’s retiree’s will face in retirement. It offers ways to turn retirement savings into guaranteed income they cannot outlive.
- This is Not Your Parent’s Retirement Seminar (FIN2101)
- Guaranteed Retirement Income Planning Worksheet (FIN2270-1)
Additional support pieces can be found in the Retirement Seminar Workshop kit (RWK). This kit includes the following forms and is available on MOD. Each of these forms can be ordered individually.
Don’t Forget to Visit Accessallstate.com
Looking for other consumer seminars and seminar support materials? Then login to accessallstate.com and select Sales Tools > Sales Support > Consumer Workshops. Electronic versions of consumer seminar support materials can be found, including the following:
- Generic Retirement Invitation (FIN1540)- Not available to order on MOD
- Invitation Talk Path (FIN966) - Not available to order on MOD
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Identify an Appropriate Strategy
Consumer product brochures, producer tools and calculators can help you identify the appropriate strategy and Make the Sale.
Annuity Product Information
Whether customers are looking to grow their retirement savings or need income that will last their lifetime, Allstate has the answers.
An electronic version of our consumer product kits can be found on the product pages of accessallstate.com. Consumer kits can be ordered through MOD.Accumulation Products:
GrowthProtector
RightFit
Income Products:
IncomeProtector
IncomeReady
Allstate also offers many securities and registered products such as mutual funds, variable, and registered annuities for retirement needs. Visit our site on Gateway or contact AFS, LLC directly at (877) 232-2142.
Producer Tools
Got questions? Get the answers you are looking for in these producer reference pieces.
- Rollover Quick Reference Guide (FIN1973)
- 7 Ways to Start an Retirement or IRA Conversation (FIN2487)
Allstate Financial Services, LLC can provide assistance with securities and registered product reference tools and calculators for mutual funds, variable annuities, and general securities products. Visit our site on Gateway or contact AFS, LLC directly at (877) 232-2142.
It’s all in the numbers – Tap into Retirement and IRA Calculators
Retirement and IRA calculators are available on MyAllstateFinancial.com which provides consumer with educational information on college and retirement savings as well as IRAs. Also, be sure to select Financial Planning Tools from the Sales Tools menu on accessallstate.com for additional retirement and savings based calculators covering an array of helpful topics.