Upcoming
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Thursday, June 30, 2022 · 1:00 PM CDTJoin the Annuity Webinar Series as we discuss how to put an agent in front of $45 Million assets within a week!
We'll be sharing with DFS agents:
- System
- Tool
- Process
- How to close the High Net Worth Clients
Stay abrea... -
Thursday, July 7, 2022 · 1:00 PM CDTBack in the '80s, people with $2 Million saved for retirement had the best of both worlds:
- They could live well off the interest.
AND
- They could preserve the principle to leave behind a legacy.
But today, that same double millionaire would l... -
Thursday, July 14, 2022 · 1:00 PM CDTSelling fixed indexed annuities can be quite fulfilling! Helping people preserve their retirement savings and giving them guaranteed lifetime income makes us as independent agents feel good.
But what about those clients who are tough to convince?... -
Thursday, July 21, 2022 · 1:00 PM CDTRetirement Seminar Season is here!
It's time for retirement advisors polish their best presentations, call up their favorite venue, send out invitations to baby boomers, and fish for attendees showing high interest in life insurance and annuities...
On-demand
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Thursday, June 23, 2022 · 1:00 PM CDTMany retirement clients we speak to think 'annuity' is a dirty word.
And in some regard, it is!
That word is so bad in our business that we bend over backward to avoid using the word 'annuity' in our sales pitches.
Some of our clients, who seem... -
Thursday, June 16, 2022 · 1:00 PM CDTLearn how to:
Make your presentation a success with a state-of-the-art presentation tool.
Have access to a variety of tools and resources for retirement planning.
Get real-time and state-specific annuity rate change updates.
Plus, you'll win o... -
Thursday, June 9, 2022 · 1:00 PM CDTGot a Federal Employee client with $1 million in their TSP?
It's more common than you might think.
With the record market run over the last 10+ years, the number of Federal Employees with over $1 Million in their TSP savings has skyrocketed!
In... -
Thursday, June 2, 2022 · 1:00 PM CDTThough Federal Employees have a fantastic retirement package, one thing they do not have is a long-term disability.
So what happens when 60-year-old Deborah, an SSA employee, suddenly falls ill and cannot work for over 12 months?
What does Debor... -
Thursday, May 26, 2022 · 1:00 PM CDTAs retirement specialists and annuity selling agents, we want to offer retirement help to ANY qualified person in retirement.
This means keeping your doors open to anyone who has money saved for retirement. You would never want to overlook someon... -
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