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Annuity Rate Watch
Run comparison illustrations of fixed, indexed annuities with product specific accuracy based on actual historic data back to 1950. Once you determine their goals, this tool allows you to make product recommendations based on the information collected during the V2 Analyzer process.
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An innovative sales system that offers producers a complete planning solution for the baby boomer marketplace. The product focuses specifically on retirement distribution planning by developing a sound financial plan based upon assets and income that clients will have through their retirement years. Among its many features:
- Analyzes a client's needs, income and assets
- Removes retirement risks with by using annuities and other insurance products
- Includes a detailed consumer brochure showing how concerns shift during retirement
Be sure to ask how you can receive access to this sales system designed to help baby boomers answer questions such as:
'Do I have enough money to retire?'
'Will I run out of money?'
'How do I map out a retirement strategy?'
'How will I know if I am staying on track?’
It is one of the first products available that helps producers focus on the boomer marketplace and distribution planning, which is growing at an astonishing rate.