Resources


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September 23, 2020

Don't let Low Interest Rates (or COVID) Kill Your Annuity Sales

Falling interest rates combined with a global pandemic doesn't have to lead to falling annuity sales. Download our educational annuity guide to learn how our top advisor is generating big returns with a minimal marketing investment

How a Top Advisor Produced a 25X Marketing ROI During a Statewide Lockdown
June 20, 2020

How a Top Advisor Produced a 25X Marketing ROI During a Statewide Lockdown

Gain instant access to learn how a simple marketing campaign and competitive product generated new premium at minimal marketing cost.

How a Top Advisor Calms Client Fears and Motivates New Clients During Times of Market Volatility
April 8, 2020

How a Top Advisor Calms Client Fears and Motivates New Clients During Times of Market Volatility

We are in a unique environment where those who weren’t interested in listening to safety in the past, are now hearing things loud and clear.

Powerful New Virtual Appointment Tool: “Critical Money Decisions”
April 8, 2020

Powerful New Virtual Appointment Tool: “Critical Money Decisions”

Download your exclusive white paper created by an elite advisor who was seeking an effective virtual appointment tool that also provided educational value to his clients.

[Instant Download] 2020 SECURE Act Reference Guide
February 5, 2020

[Instant Download] 2020 SECURE Act Reference Guide

Download your copy of this 15-Page Reference Guide and learn the latest information on each provision, their effective dates, and planning considerations that you can incorporate when working with your clients and prospects.

Get the Blueprint for Workshop & Seminar Success
January 6, 2020

Get the Blueprint for Workshop & Seminar Success

Every step has been included for a reason. Follow each one and watch your workshop and seminar ROI skyrocket.

Get the Annuities Dashboard that Helps You Close More Cases!
December 9, 2019

Get the Annuities Dashboard that Helps You Close More Cases!

Download your free report and see the all-in-one platform that delivers concise comparison of every single annuity from all 56 carriers in seconds with one click.

Get in Front of 15-20 Qualified Households For FREE
November 10, 2019

Get in Front of 15-20 Qualified Households For FREE

Stop wasting your time on expensive annuity marketing programs that flop. Download your free report and learn more about this exciting marketing opportunity to add 15-20 qualified prospects to your pipeline