RESOURCES

The Five Critical Client Conversations for 2020
The Five Critical Client Conversations for 2020

Master these 5 Critical Conversations to enhance your existing relationships and potentially attract new ones as well.

2020 COLA and Tax Adjustments Recently Announced
2020 COLA and Tax Adjustments Recently Announced

Download your informative fact sheet and get a summary of some of the important highlights

Create Strong Client Connections with These Three Rapport-Building Questions
Create Strong Client Connections with These Three Rapport-Building Questions

Download your complimentary report and learn three valuable questions that will help you build quick client connections

Two-Piece Sequence Risk Client Sales Kit
Two-Piece Sequence Risk Client Sales Kit

Demonstrate the effects of Sequence Risk and how to potentially eliminate it from a retirement strategy

Spousal Protection Sales Strategy
Spousal Protection Sales Strategy

Download your complimentary report and gain access to a helpful sales strategy for your clients with spouses

Equivalent Portfolio Value: A Hypothetical Case Study
Equivalent Portfolio Value: A Hypothetical Case Study

Access a hypothetical case study that illustrates the effects that different withdrawal rates may have on your client's retirement portfolio

15 Prospecting Strategies Used By Financial Professionals
15 Prospecting Strategies Used By Financial Professionals

We’ve compiled a report of fifteen of the most popular prospecting strategies used by financial professionals

Social Videos – The LOW Cost Marketing Strategy Making a BIG Impact
Social Videos – The LOW Cost Marketing Strategy Making a BIG Impact

Looking for a quick, cheap, easy and impactful way to add that “WOW” factor to your marketing?

Complimentary Retirement Strategy Guide: Overcoming Longevity Risk with FIAs
Complimentary Retirement Strategy Guide: Overcoming Longevity Risk with FIAs

Access this complimentary guide that illustrates how FIAs may help your clients reduce or potentially eliminate Longevity Risk

Ten Ways to Spruce Up Your Financial Dinner Seminars
Ten Ways to Spruce Up Your Financial Dinner Seminars

Download your complimentary report and learn ten ways that may add spring to your step and money to your wallet!

Consumer Point of Sale Tool: “Let’s Talk About Lazy Money”
Consumer Point of Sale Tool: “Let’s Talk About Lazy Money”

Gain instant access to this powerful point-of-sale tool and help show your clients and prospects a way to put their "Lazy Money" back to work!

The Evolution of Withdrawal Rate Risk
The Evolution of Withdrawal Rate Risk

Gain instant access to this complimentary guide that illustrates the powerful impact of withdrawal rate risk.

Strategy For Uncovering No-Cost 401(k) Rollover Leads
Strategy For Uncovering No-Cost 401(k) Rollover Leads

Gain instant access to this complimentary download and learn how to quickly and easily find prospective rollover clients without spending a dime

The 6 Critical Conversations You Should Be Having With Your Clients
The 6 Critical Conversations You Should Be Having With Your Clients

Download the 6 Critical Conversations you should be having with your clients before your competition does!