Sales Ideas Toolkit

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

• The Accumulation Opportunity  
• Annuities. The Right Fit.  
• Case Study: Diversification With a Fixed Index Annuity  
• Diversify With Fixed Index Annuities (For Producers Only)
• Combine Growth and Safety (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)