Present for your success! Here you will find client tools ranging from presentations to client letters. All of these tools are complimentary to any of our licensed agents. Presentations can be used for seminars and one-on-one discussions with clients.
Choose from 8 different presentations to use as a seminar, in small groups or one-on-one
client meetings. Some presentations include workbooks, worksheets, evaluations forms and
more! If you have Microsoft PowerPoint you can add, change or delete content. Click here to
browse our presentations.
Sometimes finding the right words is the hardest part. You may think you know what you want to say, but just can’t find the right way to say it. That is why we have provided you with 65 sales and marketing letters! Letters include annual check-ups, CD rollovers 401k, IRA, referrals and much more!
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.
