Marketing & Presentation Material
Letter to Client – Preappointment Checklist
Create Your Own Plan for Living
IRS Guide – Individual Retirement Arrangements (IRAs)
Understanding Creditor Protection Within Annuities and Life Insurance
Important Questions and Information for Prospective Buyers
Cross Sell Annuities to Your Current Life Clients
Pre 59 Guidelines to AVOID Penalty
State Guarantee of All 50 States
Preserving a Life Insurance Policy Tax Loss
Index Annuity Sale as Easy as 1,2,3
What Goes Up Doesn’t Have to Come Down
Which is Right for Your…Fixed Annuity or CD
How Would You Like an Increase in Your Retirement Income
Comparing Tax-Deferred Yields to a Taxable Yield
The Real Benefits of an Index Annuities
Which Crediting Method is Better…Does it Matter
Is an Income Annuity in Your Future
Why Should You Talk About Income Annuities
Another Way for Charitable Giving
Do You Wonder How You Can Double Your Investment
Understanding the Facts of a Fixed Annuity
Spot the Prime Prospects for Annuitization
What Is Your Real Rate of Return
A Strategy for Any Market – Case Study
Take a Closer Look at Safe Money Places
Should I Stay (in the Market) or Should I Go
Should Your Client Convert Into a Roth IRA
A Ladder Can Be a Great Financial Tool
Bridge the Gap Between Risk and Reward
Put the Power of Zero to Work for You