Tax-Free Retirement Insiders Receive: 100 Books to Share with Your Clients: Mix and match 100 of 7 different financial literacy books from bestselling author, Patrick Kelly. Training Membership: Access to monthly, live webinar training sessions with Patrick Kelly as well as a complete library of past training events. Workshop Training Video: In-depth training video on… Continue reading Become a Tax-Free Retirement Insider with our EXCLUSIVE program!
Please note that effective November 1, 2018, Term Quotes will no longer be in use in the Producer Forms and Toolbox. Instead, we are pleased to offer TermQuotes by LifePipe. TermQuotes by LifePipe is part of our exciting new I-Pipeline suite of online application products, which means term quote illustrations may be saved and exported straight… Continue reading Important changes coming to our website
No Setbacks, No Surprises, Nothing Left to Chance: Al and Emily Talk You Through Life Applications We hope you enjoy the latest video by industry experts Al Stockwell and Emily Dawson. With nearly 30 years combined experience, Al and Emily know exactly what to do to expedite the life insurance process. From illustration to delivery… Continue reading NEW VIDEO: Al and Emily Talk You Through Life Applications
Foreign Nationals Underwriting Checklist Foreign Nationals If you are having trouble reading this email, read the online version. Foreign National Underwriting Checklist We are excited to release the Foreign National Underwriting Checklist to help you assess and submit any cases involving foreign nationals for all residence categories. This checklist is designed to summarize the key… Continue reading AIG: Foreign National Underwriting Checklist
A special message from Trent Davis: The year of dedication and hard work paid off for Davis Life & Annuity. To say it was a challenging year is putting it mildly. The DOL Fiduciary Rule had most of the industry, from clients to national carriers, in a near-panic over what was going to happen to… Continue reading Davis Life & Annuity: Legacy’s IMO of the Year
• "A" Rated Company (by A.M. Best) • Issue Ages 0-85 • E-Application Available - No Lengthy Paper Forms • No Exams Needed - Point of Sale Underwriting Decision • Guaranteed Cash Accumulation • Excellent Dividend History • Great Liquidity Features • Living Benefits for Chronic and Critical Illness • 12% Commissions - NO REDUCTION… Continue reading
FOURTH QUARTER 2016 NON-VARIABLE DEFERRED ANNUITY SALES Originally posted March 29, 2017 | by Victoria L. Peterson at LooktoWink.com Wink’s Sales & Market Report, 4th Quarter 2016 shows sales for the fourth quarter of 2016 were $13,309 million, compared with sales of $15,573 million for the fourth quarter of 2015. Fourth quarter indexed annuity sales… Continue reading THE RESULTS ARE IN: DID ANNUITIES FINISH STRONG IN 2016?
The importance of a winning sales presentation cannot be overstated. But is your sales pitch really the best that it could be? Sujan Patel, Co-founder of ContentMarketer.io, published six steps for enhancing your presentation. Be concise with your words. Does your sales pitch go on too long? Are you sure? Use an anecdote. People like… Continue reading Make Your Sales Pitch Better Than Ever! We Know the Secrets.
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According to the U.S. Chamber of Commerce, one of the first acts of the soon-to-be Trump Administration is an end to 2016's DOL Fiduciary Rule, sweeping regulations that nearly upset the entire fixed-indexed annuity industry. Read the complete article here: DOL fiduciary rule could be halted ‘within days’ of inauguration, by Melanie Waddell, LifeHealthPro.com, published… Continue reading Demise of DOL Fiduciary Rule Could Happen Soon