Head to the Sales Ideas Toolkit Before Your Next Client Meeting

March 2, 2022

Looking for hot topics to share with clients? Check out the Sales Ideas Toolkit for marketing tips and solutions. Find ways to connect with your clients on fixed and index annuities, tax deferral selling points, virtual selling strategies and ways to build your customer base.

Look through all of the toolkits for resources that meet your needs.

 

More About Sales Insights & Tools
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.