These Client Approved Annuity Handouts are perfect for producers and representatives looking for non-product specific, point of sale handouts focused on illustrating to your clients the many benefits of Annuities.
Topics include the Benefits of Tax Deferral, Comparing Annuities to Alternative Sales Vehicles, Split and Stretch Annuity and more.
Client Approved Annuity Handouts
- $1000 Lump Sum Investment
- Advantage of Annuitization
- Basic Benefits of Owning an Annuity
- Buyer’s Guide to Fixed Deferred Annuities
- Client Worksheet- Ann Reset Pt to Pt
- Comparing Conservative Investments
- Deferred Annuity or Bank CD?
- Deferred Annuity or Bank CD #2
- Do You Need An Indexed Annuity
- Do You Need An Indexed Annuity2
- Equivalent Taxable Yield
- Grocery Bag Index
- History of Conservative Investing
- History of Long-Term Interest Rates
- How Long Will it Take to Double
- How Much Money Should I Keep Liquid
- I Don’t Even Buy Green Bananas
- Indexed Annuities Client Presentation Flip Chart #1
- Indexed Annuities Client Presentation Flip Chart #2
- Investment Pyramid
- Is an Annuity For You?
- Is an MVA Right For You?
- Leave Your Heirs More Money
- Living Off Interest
- Lock In Gains With an EIA
- Lock In Gains With an Indexed Annuity
- Nine Ways Your Fixed Annuity May Pay
- Other Benefits of Fixed Annuities
- Ownership Structure of Non-Qualified Annuities
- Periodic Chart of Indices
- Probate Invades Your Privacy
- Probate Maze
- Real Rate of Return
- Reasons Why a Fixed Annuity is Perfect
- Reduce Taxes with Deferred Annuities
- Saving For College
- “Stretch” Your Assets
- Split Annuity
- Take the Tax Bite out of Social Security
- Tax Smart Asset Allocation Strategy
- Tax Deferral vs Yield
- The Retirement Wave
- The Power of Tax Deferral
- Triple Compounding
- Understanding the Annual Point to Point Option
- Understanding the Monthly Point to Point Option
- Undertanding the Monthly Average Option
- Wealth Transfer
- What Can a Reset Indexed Annuity Do For You
- What If Interest Rates Rise
- What’s So Special About Fixed Annuities
- Which Crediting Method is Right For You
- Who Wants To Be A Millionaire
- Without a Net: Don’t outline your portfolio
- What to do When Rates are Low
- What Can a Reset EIA Do For You
- Wouldn’t You Buy A House If