Always say the right thing. We offer a full array of client letters. Call your Sales Coach to request this free package.
The Client Letters CD includes:
Annual Check Up
Fixed Income Review
Portfolio Review
Annuity IRA
Introductions
Referrals
Annuity 1007
Investment Planning
Retirement Planning
Annuity No 1099
IRA Analysis
Review Appointment
General Business
IRA Distribution
Social Security Statement
CD Questionnaire
IRA Options
Systematic Investing
Cd Rollover
IRA Roth
Tax-Advantaged Investing
Check List of Interests
IRA Saving Opportunities
Thank You – Business
Consolidate IRA Accounts
Job Change
Thank You – No Sale
Death of Client
Market Correction
Thank You – Other
Financial & Estate Planning
Market Volatility
Thank You – Referral
Financial Review
Mutual Fund Investing
Thank You – Follow Up
First Interest FUP
New Home
Women Prospecting
Check This Out
Make sure you’re up to date on all the annuity rates before you head out into the field. Check out our newly redesigned rate sheets for a quick reference to today’s product rates!
Worth Millions SHEP BECKER
A prospective agent called in to discuss a client who was looking to renew a CD at a rate under 3%. After reviewing the benefits of using a MYGA, the agent was able to secure an annuity rate of 5.1%. Over time this agent attained $10,000,000 in assets under management as well as a great working relationship from his client.
