When it comes time for your client to retire, you can be sure that we provide you with all of the tools and resources you need to satisfy his or her needs.

Step 1: Attract Clients

By utilizing our marketing materials for retirement planning, you can attract the attention of your clients and communicate the value of partnering with your team. In order to maximize the impact of your marketing, each of the following resources can be branded with your firm's logo and contact information.

Client Video

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Client Brochure

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Client Letter

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Step 2: Fact Finder

Are you ready to connect with our team of advanced planning experts? By completing our Retirement Planning fact finder, our team will help you find the right strategy for your client's situation.

Resource Library

If you are interested in learning more about a specific planning strategy within this area, you can access our extensive library of educational materials.

Using life insurance as a base for concepts around Social Security, bridge to the IRA, and income stream and additional income late in life

  IRA Maximization Summary
  Navigating Through Turbulent Markets: How to Maximize Income Efficiency in a Down Market

Many families may have unique circumstances where life insurance may be combined with strategies to help and preserve legacy goals for family members.

  Life Insurance Taxation Modified Endowment Contract


We're here to help! Contact our Case Design team at (800) 356-1167, option 4, Monday-Friday from 8:00 AM to 4:30 PM. You can also email Case Design at anytime at