Next-level tools for your success
At Delaware Life, we're dedicated to your business. No matter where you want to take your practice, we'll help you get there with a host of articles and resources tied to timely quarterly themes.
Missed our recent webinar featuring Jeff Bush of The Washington Update? Log into your OnePortal account to watch the replay. Don't have a OnePortal account? Sign up here.
In his Washington Update, Jeff Bush will deliver a nonpartisan, comprehensive review of Washington, D.C. legislation and regulation built on his 30+ years of experience in the financial services and political analysis industries. His presentation will include specific investment, wealth transfer, and retirement planning strategies to help you and your clients weather any storm.
Our National Sales Consulting team will deliver added value to you and your clients with customizable workshops. Two topical seminars are highlighted below, but you can find all of our workshops and resources here.
This CE-approved course will help you prepare your clients to transition from the accumulation phase to the distribution phase. Includes key information on Medicare and Social Security and tax-efficient withdrawal strategies.
In this timely workshop, your clients will be introduced to the benefits of staying invested in the market, avoiding investment mistakes, and employing proven strategies to increase the odds of investment success.
For more information or to schedule a workshop, contact your local Delaware Life RVP or the Delaware Life National Sales Consulting team at 844.DEL.SALE (844.335.7253) or [email protected]
Find timely income planning ideas and resources here, updated on a regular basis.
A quick-hit overview of several strategies to help clients manage their taxes on Social Security to maximize their benefits.
This client-approved piece provides a handy reference to key age milestones for IRAs, qualified plans, Social Security, Medicare, and Health Savings Accounts.
An informative overview of when in-service withdrawals are appropriate and how they can be used in retirement income planning.
A rotating selection of materials designed to help you save time and grow your practice.
Find your Delaware Life wholesaler for more resources, support and solutions.
