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December 15th Women in Retirement Presenters: Chuck Osmond, Affluent Markets Consultant Alisa Hall, National Accounts Manager of Integrity Life
Because women generally have a longer life expectancy than men, they are more susceptible to key risks in retirement. These risks have a greater effect on women who are in or approaching retirement.
This presentation discusses findings of three recent academic and actuarial studies that recommend using a SPIA as a retirement income vehicle for a portion of a woman's retirement portfolio.
You will be required to enter your first name, last name, and email address to attend this webinar. Please note this event will last approximately 1 hour.
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Marketing Ideas that Help You Make More Sales
Learn how to market yourself more effectively from a sales coach who has been in the business for over 15 years. In our industry, it is important that you market yourself better than your competition. Learn our simple and effective tips during this webinar.
Tax Savings Ideas for Your Clients
Discover potential tax savings for your clients and additional sales for you by evaluating your client's 1040 tax form. Listen to this webinar and we'll send you a FREE Tax Review Kit. With this valuable kit you can review each of the designated line items in a Form 1040 to unlock potential savings for you and your clients. Call your sales coach to request your kit.
Fixed Annuities vs. CD’s
This webinar does a side by side analysis of fixed annuities compared to CD’s. After participating in this webinar you will be able to better communicate to your clients the pros and cons of fixed annuities and CDs. As an added bonus, all participants will receive a Pdf version of our CD inflation flyer which shows the real return on a CD after taxes and inflation. Call your sales coach to request your free flyer.
Insurance Desk: Processing your Life Insurance Cases
During this webinar, learn how to submit your business more efficiently so you will be paid commissions sooner, prepare your clients ahead of time for accurate premiums and underwriting, and manage your client's time expectations.
Creating an Income Stream with a Laddered Annuity
As people are living longer and the economy is less stable, people are becoming increasingly concerned about out-living their money and keeping up with inflation. A laddered annuity is a win-win situation for both you and your client. Your client will increase their income every 5 years, keeping up with inflation and you will have guaranteed sale every 5 years!
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.
