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Sales Ideas
The following Sales Ideas are in Adobe Acrobat or Microsoft Power Point format. If your computer is not equiped with a viewer for these formats click on the appropriate name for a free download and installation instructions.

Select the Sales Idea you need by clicking on the title.

Deferred Annuities   (Back to Top)
Annuity Rate Trends Sept 2008
Description: A brief description of how rates might be affected by the downturn in the yields on the 10-Year Treasury.
How Long Will My Money Last
Description: This chart illustrates how long an asset will last given differing earnings and withdrawal rates. This is an excellent resource in terms of developing an income strategy for your clients.
Longevity Risk
Description: When you are discussing retirement planning, this sales idea will help you present the concept of outliving their assets.
New 2010 Annuity
Description:
Speculation VS Steady Compounding
Description: Quick – which would you rather have? The double digit returns of speculating in stocks and bonds or the steady compounding of a guaranteed rate fixed annuity? Be careful, it a trick question!
SPIA to fund LTCI
Description:
Split Annuity
Description: illustrates how to combine immediate and deferred annuities to create more income and less taxes for your client!
The only way to get tax-deferred gain from an annuity policy tax free is via a long term care rider if long term care is needed
Description: Learn how to leverage your clients NQ Annuities by 2-3 times by providing tax favorable Long Term Care Benefits.
General   (Back to Top)
ETA Radio Ad
Description: This is a radio ad interview done with Pat Way and Dallas TV anchor John Criswell. This is a short ad directed to small business owners that highlights some of the key points found in the Expenses To Assets Program (ETA)
ETA Webinar
Description: Expenses to Assets Webinar
Immediate Annuities   (Back to Top)
Immediate Annuties
Description:
Immediate-Split Annuity Sales Idea
Description: Illustrates how split annuity concept works.
The Hartford Income Annuity
Description:
Life Insurance   (Back to Top)
ETA Update
Description:
Simplified Issue SPWL
Description: Illustrates How NACOLAHs Legacy Optimizer can give you an easy way to help your clients give more money to their heirs in a product that is 100% liquid and can be issued in less than 15 minutes online.
Linked Benefit Life   (Back to Top)
Estate Maximizer
Description:
Genworth LTCA
Description: LTCA Presentation
MoneyGuard Client Piece
Description: Great piece to use to explain MoneyGuard to you clients!
Take A Look At The New MoneyGuard
Description: If you have clients who are self insuring their potential LongTerm Care expenses, you need to take a NEW LOOK at the simplified MoneyGuard. 8 Questions, no exams, labs or doctor statements.
Long-Term Care   (Back to Top)
Long Term Care Annuity
Description:
Qualified Plans   (Back to Top)
Inheritied IRA Letter for Beneficiaries
Description: This Sales Idea provides a roadmap for IRA beneficiaries. A great sales tool to illusttrate what needs to be done to insure the stretch IRA
Retirement Plan Comparisons
Description: Provides contribution limits, plan requirements and details for retirement plans. Courtesy of Valic.
Retirement Planning Guide (2009 Edition)
Description: This is an excellent guide of the different types of qualified retirement plans.

Let's put all our
sales ideas together!
Deferred Annuities
General
Immediate Annuities
Life Insurance
Linked Benefit Life
Long-Term Care
Qualified Plans

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