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ANNUITY RESOURCES
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Increase Your Sales with our Client Presentations
Increase your sales by using one of our proven Client Presentations. InsurMark will help you grow your business
by giving you the tools and training that agents across the country are using to close the appointment, sell more annuities, and make more commissions!
Boomer Market
- Fabulous tool for you to use during a yellow pad presentation or from your laptop.
- Generate buying signs.
- Show your clients and prospects the power of tax deferral.
- Explain to your prospects, in simple terms, the three phases of their financial life.
- Ensure that you are providing your client's with a successful retirement.
- Gain access to a proven closing technique.
Fixed Index Annuity Client Questionaire and Calculator
- Make sure you know the right questions to ask BEFORE meeting with your prospect.
- Ask the key questions and uncover all of the assets they have available.
- Offer them the correct recommendation EACH and EVERY time.
- Walk through the appointment process from A to Z.
Surviving the Financial Challenges of the Future
- In spite of what we see on the news every day there are reasons to be optimistic about the future.
- People are living longer and healthy lives.
- They’re enjoying themselves long after they retire however, in order to realize the promise of the future,
one must also consider its challenges.
- What are the challenges that we must be prepared to face in the future.
The Bucket Approach
- You can now give your clients the peace of mind that comes with knowing that he will have a continuation
of an inflation income and that he will never run out of money.
Stretch IRA
- Use this to assist in increasing your average case size.
- Become a trusted advisor in the eyes of your clients - not just another insurance salesperson.
- Have your clients view you as a family friend after showing them ways to create generational wealth.
- Illustrate the power of leaving a legacy to your client's loved ones.
- Establish yourself as the Rollover Guru in your area.
InsurMark's Annuity Presentation
- Problems facing Americans today.
- ABCs of Mutual Funds.
- Inflation math.
- Investing your serious money.
- Two basic annuity designs.
- Safe Money Prospects.
Retirement Income Worksheet
- Identify your anticipated retirement expenses.
- Uncover your existing and potential sources of income for retirement.
- Compare expenses and sourses of income and make an income plan.
To access any or all of these great tools, contact your Personal Annuity Consultant today!
(800) 752-0207
You will be glad you called! |
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