IMS: Investors Marketing Services

More than financial products—solutions.

Client Presentations : Client Headquarters

Present for your success! Whether you are just starting out with client presentations or seasoned veteran, the following will provide you with the tools needed to succeed.

Contact your sales coach to request your complimentary client presentation.

Women and Investing

Created by Allianz Life, this presentation begins with an audio story of a woman’s current
financial situation. The primary focus of this presentation is to express the necessity of a good financial plan for women. This presentation provides examples of the various types of women investors and gives them the tools to determine what type of investor they are. It concludes with tips women can use to reach their financial goals.

	This package includes:
	A 44 slide presentation Full color client booklet Full color agent booklet outlining the findings of the “Allianz Women, Money & Power Study” CD which contains: Consumer booklet, seminar invite & financial personality worksheet Discussions to Discoveries booklet and Interactive CD

Tax Strategies

This PowerPoint, created by Investors Marketing Services provides an overview on tax strategies for various retirement plan distributions. The primary purpose of this presentation is to help audience members identify their financial goals and determine which distribution method and tax alternative best suits their needs. This presentation consists of 24 slides and can be paired with our basic Seminar Evaluation Form.

Retirement Strategies

Created by Lincoln Benefit Life, this presentation addresses the common concerns of retirees
and explains the impact inflation has on one’s finances. The PowerPoint concludes with 3
case studies and consists of 46 slides.

	This package includes:
	Electronic Evaluation Form Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook

You are What you Save

Created by Lincoln Benefit Life, this PowerPoint is a short 15 slides. The main objective of this
presentation is for clients to determine whether or not they are prepared for retirement. It
also provides examples of various savings personalities in order for attendees to determine
which personality matches themselves best.

	This package includes:
	Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook Electronic Evaluation Form

Rollover Strategies and IRA Distribution Rules

Created by Lincoln Benefit Life, this presentation illustrates various retirement plan distribution options and highlights important facts related to rollovers, IRA distribution planning, 72t’s and IRA bankruptcy protection. This PowerPoint consists of 38 slides.

	This package includes:
	Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook Electronic Evaluation Form

Accessing your Retirement Money

Created by Lincoln Benefit Life, this PowerPoint covers the various methods retirees can use
to access their retirement investments. It addresses the common concerns investors share
and explains how to avoid penalties for investment withdrawals. This presentation educates
attendees on 72t’s, SEPs, 401ks, IRAs and fixed and variable annuities.

	This package includes:
	Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook Electronic Evaluation Form

Estate Planning

Created by Lincoln Benefit Life, this presentation educates attendees on estate planning. It
covers how assets can be distributed and how an estate is dispersed upon death. Additionally,
this presentation covers estate taxes, A/B trusts and charitable remainder trusts. This
PowerPoint consists of 28 slides.

	This package includes:
	Electronic Evaluation Form Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook

Retirement Planning for Women

Created by Lincoln Benefit Life, this PowerPoint begins with retirement facts for women and
illustrates how women can begin to plan for retirement. The presentation concludes with
examples of investment options which include bonds, mutual funds, annuities and real estate. This PowerPoint consists of 30 slides.

	This package includes:
	Workshop Guide explaining how to conduct this seminar Electronic Invitation in word Electronic Client Workbook Electronic Evaluation Form

Check This Out rule

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.