Find our top sales ideas for producers and consumers on fixed and index annuities, tax deferral, virtual selling, and building your customer base.
Top 5 Sales Ideas
- What is the Cost of Waiting?
- Top 10 Reasons to Buy a Fixed Annuity
- Losing Money With Taxable Investments?
- Dealing With the Rising Price of Health Care?
- The Importance of a Beneficiary Review (For Producers Only)
Virtual Selling
- 6 Tips to Up Your Game in Virtual Meetings
- Cell Phone Video Tips (For Producers Only)
- Digital Relationship Building (For Producers Only)
- Get Contracts Quickly With DocuSign (For Producers Only)
Tax Deferral
- The Power of Tax Deferral
- Losing Money With Taxable Investments?
- What Is the Cost of Waiting?
- Branching Out to Annuities
- Help Clients Control How Beneficiaries Are Paid (For Producers Only)
Accumulation and Diversification
- Focus on Opportunity
- Annuities. The Right Fit.
- Case Study: Diversification With a Fixed Index Annuity
- Diversify With Fixed Index Annuities (For Producers Only)
Building Your Customer Base
- Annuities for Foreign Nationals
- Connecting With Generation X For Producers Only)
- Go Old School to Stand Out in the Digital World (For Producers Only)
- Building Your Business. Steps to Success (For Producers Only)
- To Get Meaningful Answers, Ask Great Questions (For Producers Only)
Annuity Marketing Toolkits
We've grouped resources to provide information and marketing materials by subject.