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Sales Insights & Tools
January 29, 2025
Discover how you can help clients leave a lasting legacy while meeting their RMD requirements. The Legacy Max Enhanced Death Benefit Rider offers a unique dual growth strategy, ensuring clients can enjoy their monthly income without diminishing their death benefit value.
Sales Insights & Tools
January 7, 2025
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
Sales Insights & Tools
January 7, 2025
In case you missed it, the Fixed Index Annuities Resource Toolkit is here to help you master FIAs. It contains the FIA essentials you need to understand, explain and sell annuities, boosting your sales strategy.
Sales Insights & Tools
January 7, 2025
Unlock new sales opportunities and strengthen client relationships with our comprehensive guide to offering beneficiary reviews. Learn how to align beneficiary designations with clients' wishes and address their changing financial priorities, all while establishing yourself as a trusted advisor.
Sales Insights & Tools
December 3, 2024
Explore our new Fixed Index Annuities Resource Toolkit — your comprehensive guide to understanding and selling FIAs with confidence.
Sales Insights & Tools
December 3, 2024
The Legacy Max enhanced death benefit rider offers guaranteed and performance-based growth with no downside risk, so your clients can leave a lasting legacy.
Sales Insights & Tools
November 1, 2024
Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.
Sales Insights & Tools
September 30, 2024
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Sales Insights & Tools
September 30, 2024
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Sales Insights & Tools
September 3, 2024
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.