Today's insurance agents and financial advisors are learning about how their valued clients and prospects need assistance in multiple areas of retirement planning. Sometimes, an unexpected life event happens and the family find themselves struggling for answers and a need to pay bills, healthcare costs, or other bills that need to be paid.

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Tolmen Financial helps local and nationwide agents by providing guidance on multiple insurance product lines as agents may need to have these available based on the retirement strategy of clients. For example, a client may not get approved for a life insurance product with long-term care benefits, but you can pivot to an annuity with LTC provisions or possibly a final expense product to protect the family in case of an incident. Some clients may turn 65 and need guidance on Medicare options.

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We have multiple websites to help agents learn how to sell annuities, indexed universal life insurance, term life insurance, final expense insurance, and other products to give you a well-rounded portfolio of products to share with your clients. Tolmen Financial also has one-on-one mentoring to discuss sales strategies to position these products during your appointments.

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Want to get started learning more about insurance products? Contact Tolmen Financial below.