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Annuities

Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Apps and Forms | Contracting | Client Handouts | Broker Sales Tools | Multimediea Presentations

Attention NY Agents

NY Annuity Products

Current Rates ( All Annuities) 27 K Fixed Annuity Products 49 K
MYG Annuity Rates 30 K Indexed Annuity Products 33 K
Upcoming Rate Changes   Equity Indexed Annuities Explained 73 K
Specialty Products 557 K    

Estate Maximizer II - SPWL
John Hancock- GPA Plus Annuity w/ LTC Benefits
Life / Long Term Care Linked Benefit Products

The Equity Indexed Annuities section contains Client Handouts, Product Information, and On-Line Video Presentations.

Click here to visit the Equity Indexed Annuities section

Click here for Apps and Forms

$1000 Lump Sum Investment
40 K
  Probate Invades Your Privacy
37 K
Advantage of Annuitization
52 K
  Probate Maze
34 K
Basic Benefits of Owning an Annuity
68 K
  Real Rate of Return
75 K
Buyer's Guide to Fixed Deferred Annuities
68 K
  Reasons Why a Fixed Annuity is Perfect
38 K
Comparing Conservative Investments
38 K
  Saving For College
41 K
Do You Need An Equity Indexed Annuity
35 K
  "Stretch" Your Assets
70 K
Do You Need An Equity Indexed Annuity2
70 K
  Split Annuity
61 K
Equivalent Taxable Yield
46 K
  Take the Tax Bite out of Social Security
64 K
Grocery Bag Index
46 K
  Tax Smart Asset Allocation Strategy
83 K
History of Conservative Investing
58 K
  Tax Deferral vs Yield
35 K
History of Long-Term Interest Rates
166 K
  The Retirement Wave
49 K
How Long Will it Take to Double
35 K
  The Power of Tax Deferral
40 K
How Much Money Should I Keep Liquid
35 K
  Triple Compounding
36 K
I Don't Even Buy Green Bananas
27 K
  What If Interest Rates Rise
35 K
Investment Pyramid
28 K
  What's So Special About Fixed Annuities
26 K
Is an Annuity For You?
47 K
  Who Wants To Be A Millionaire
25 K
Is an MVA Right For You?
54 K
  With A Long Term Fixed Annuity
33 K
Living Off Interest
50 K
  What to do When Rates are Low.
47 K
Lock In Gains With an EIA
32 K
  What Can a Reset EIA Do For You
58 K
Other Benefits of Fixed Annuities
43 K
  Wealth Accumulation for Younger Clients
222 K
Ownership Structure of Non-Qualified Annuities
55 K
  Wouldn't You Buy A House If
222 K

10 Key Factors in Retirement Planning
684 K
  IRA Contribution Limits
162 K
2006 Tax Update
36 K
  Nine Habits of Effective Salespeople
252 K
3 Phases of Retirement
663 K
  Prospecting
665 K
Annuity Distribution at Death
40 K
  Selling Points
670 K
And I Told Two Friends
33 K
  Starting Off Right
693 K
Comparing Annuities
685 K
  Ten Second Annuity Summary
66 K
EIA “Candy Jar” Selling Script
45 K
  The Perfect Investment
39 K
Fixed Annuity Catch Phrases
51 K
  To Roll or Not to Roll
439 K
How Do I Ask My Customer To Make a Decision
36 K
  Time is Short
687 K
How Do I Find Prospects
26 K
  Why Do I Have to Pay Cap Gains
45 K
How Do I Get An Appointment
40 K
  Why Do People Buy Annuities
31 K
How Do I learn My Customer's Wants
36 K
  Working Your Current Book
708 K
I Should Have Bought Annuities
36 K
  Your Clients Think You're More Important
41 K

The presentations below are large and may take a while to download. Please "Right-Click" and select "Save Target As" to save them on your computer.

Agent Training Presentations (NOT for client use)
Annuities Sales Ideas for Tax Season
If you could offer your clients a solution on how to lessen their current tax bill, would you? The answer would no doubt be YES! Please see the link below for a new interactive Brainshark showing how annuities can offer tax solutions for your clients. 

Click here to go to Brainshark

ANICO - Palladium MYG Presentation
ANICO - Training - What is a 401k Plan
ANICO - WealthQuest III Variable Group Annuity
LBL - Allstate Treasury-Linked Annuity
LBL - AssetMax
LBL - CharityLinc
LBL - Saver's Index Annuity Plus and Saver's Index Annuity Premier
LBL - Saver's Index Annuity
LBL - SureHorizon Annuity Series
ANICO - Transistions Estate Annuity Presentation
United of Omaha - Income Access SPIA
 
Client Product Presentations (Intended for Point of Sale use)
AIG - Building Your Business With Income Annuities (PowerPoint - 6.21 MB)
ING - Secure Index Five Annuity Client Presentation (executable - 7.51 MB)
ING - Secure Index Seven Annuity Client Presentation (executable - 6.74 MB)
ING - Secure Index Opportunities Plus Annuity Client Presentation (executable - 9.08 MB)
LBL - Allstate Treasury-Linked Annuity - Customer Approved
LBL - Saver's Index Annuity Presentation (executable - 7.49 MB)
Sun Life Financial - Keyport Index MultiPoint Equity Indexed Annuity (executable - 13.33 MB)
West Caost Life - Index Advantage Annuity (executable - 18.53 MB)

 

 

Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Contracting | Apps and Forms | Client Handouts | Broker Sales Tools | Multimediea Presentations




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