Athene Annuity Worksheet
When it comes to annuities, “one size does not fit all.” Since no two clients are alike and no two retirement goals are the same, Athene is committed to helping you match your clients with an annuity solution that will help them reach their own unique financial objectives.
This guide will take you step-by-step through the worksheet in order to help you obtain the most accurate depiction of your clients’ financial situation, lifestyle, and objectives.
NLG Annuity Requirements by State
As many of you are adding Annuities to your product portfolio, it is important to know the requirements that must be completed in your state (or the state you are selling in) before you can complete an annuity sale! National Life Group has created this extremely helpful guide of state requirements!
Gradient Annuity Sales Tools
You’ve heard of the free tools that we have access to as Equis agents provided by Gradient such as the Color of Money Risk Analysis and Retirement By Design. This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, meet with National Manager & Platinum Elite Producer, Daniel McRae, and Sales Manager, Danny Favreau. Both agents have actually used the tools, and join to discuss what kind of success they have had, the feedback that they are receiving from their clients, how YOU can start using these tools, and WHY you should use them!
GILICO Annuicare Annuity
Many of our clients at Equis Financial are Baby Boomers, and not only entering retirement, but also starting to think about protecting their assets with Long Term Care Insurance. This offers a tremendous sales opportunity to work with these clients and provide strategic planning as they look ahead to their golden years. Join us as Pete Lee provides an overview on the AnnuiCare annuity, and explains how it can be an excellent way to plan for Long Term Care expenses without having to buy an insurance policy that the client may never use!
Indexed Annuity Versus IUL
Vice President of Retirement Solutions, Bill Martin 2.0, explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!
The Equis Retirement Solutions Specialist Program
Vice President of Retirement Solutions, Bill Martin 2.0, explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.