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Fixed Annuities

  • Strategy
    Best For
    How it Works
    Goal
    Steady and Safe
    Conservative investors wanting guaranteed returns.
    Earn a fixed interest rate over a set period.
    Provide a reliable, predictable income stream with no market risk.

  • We have made the sale easy for your practice, by following this sales deck, you can interview and educate your prospect on both need and value.  By listening to the video provided and downloading the sales deck below, you can open this line to your practice.

    Sales Deck Master Guide

Fixed Annuities

  • Become Contracted At-Will with any of the carriers below:

    Fixed Annuities

    *Be sure to check product availability for the state(s) you are licensed in.

  • Need to add..

    • Consumer facing resources for stating the need and value of the product, make these items available for agents to "White-Label" and make their own.

  • Need to add..

    • Agent facing resources for the economic and state of the market resources for this line/Hot Sheet or other helpful agent information associated with the line.  Carrier Specific marketing materials will be under the carrier information section.

Taking Action
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