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Annuity
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Firelight Intro
Meet FireLight, the E-App solution to saving you time filling out applications as well as filling them out in good order the FIRST time.
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Firelight 2018
Join us as we take a closer look at FireLight and what all it has to offer. We will discuss:
- Efficiencies of FireLight
- How to use FireLight while filling out an application
- Carriers participating in the FireLight program
- Technology platforms that support FireLight
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Utilizing Guaranteed Income in a Retirement Income Plan
Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more.
The problem?
They’re hesitant to fully embrace annuitization strategies. How do you address this challenge?
Join us for an informative webinar hosted by two professors from The American College.
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The Single Premium Life Conversation
Do you have clients who have money in CDs or Money Market Accounts? Clients who do not take withdrawals? Clients who want to reposition some of their assets? Join us to show you how to put that lazy money to work!
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10 Reasons for Facebook Advertising
Looking for a new way generate leads? Use a platform that 71% of Baby Boomers use DAILY. During this discussion we will cover:
- The inexpensive cost to generate Facebook leads
- The massive reach that Facebook has to offer
- Cost effective advertisements
Please join us for this insightful discussion on why you should consider to incorporate this program to your firm!
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Protect Your Clients from Sequence of Returns Risk
The bad news:
Market Volatility creates Sequence of Returns Risk, and it can spell disaster for an unprepared retirement income portfolio.
The good news:
You don’t need to worry – because we’ve got you covered!
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2018 IMAX
Are you able to accurately show your clients the impact of…
- • Taxes
- • Inflation
- • Risk exposure
…on the future of their retirement?
Show them how with IMAX! We’ll provide access to a tool that will help you Close. More. Sales.
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Your Client’s Top 10 RMD Questions…Answered!
This year approximately 1.2 million Americans will turn age 70. Many of those Americans will have the same thought on their mind…what is a Required Minimum Distribution and how does it work? Join us for this informative and timely webinar where we will answer the top 10 questions your client’s want to know about Required Minimum Distributions!
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Fixed Indexed Annuities 101
Fixed indexed annuities sales are on pace for another record-breaking year…
- Are you offering them to your clients?
- When’s the last time you reviewed the basics?
Join us for Fixed Indexed Annuities 101…take a fresh look at the product, gain a new understanding.
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Gains Below the Line: A Conversation on the Strength of the FIA…
Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line?
One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature in a Fixed Indexed Annuity.
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Income Series 101: Accessing Funds during Deferral
In 2014, more than 94 percent* of all annuities sold in the United States were deferred annuity products. The nature of the deferred annuity is to provide clients with a safe place for their funds to grow tax-deferred until a later date, but what if your client needs to access their money before the date arrives? Join us for a look at the various ways your clients can access the funds in a deferred annuity. |
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Income Series 102: Income Riders
Currently, more than 70 percent of all fixed indexed annuities purchased in 2015 were sold with an income rider. Join us as we dive into the mechanics of income riders: how they work, where they fit and why consumers want them. |
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Income Series 103: Income Riders vs Income Annuities
When it comes to providing clients with an income they can’t outlive, an annuity can be an excellent choice. But, which type is the best? Join us for a discussion of the strengths and weaknesses of deferred annuities with income riders versus income annuities. |
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Income Series 104: 72(q) vs 72(t), Accessing Funds while Avoiding the Pre-59 ½ Penalty
Taking annuity distributions prior to age 59½ comes with a 10 percent early withdrawal penalty from the IRS. Join us as we review the 72(q) and 72(t) distributions to learn how, if done correctly, the 10 percent penalty can be avoided. |
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Risk Control Indices in Fixed Indexed Annuities: 10 Good Reasons to Like Them
Risk-control indices have become the second most popular allocation within fixed indexed annuities—join us for a conversation! We’ll explain how they work and outline reasons why they are a good option in today’s volatile and low-interest-rate market. |
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Life
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Nonqualified Deferred Compensation: 401(k) Excess Plan
Do you know how to confidently address the unique needs of business owners and help them retain key employees? A nonqualified deferred compensation plan may be just what they need to access tax benefits while protecting their companies’ interests. |
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Life Insurance as an Asset Class
Have you considered presenting life insurance as an alternative for helping clients diversify? Show clients how to create cash value that isn’t subject to market volatility while enjoying tax advantages, ensuring liquidity and creating a legacy for loved ones. |
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Bank-Owned Life Insurance (BOLI)
How could leveraging the strength of an insurance carrier work to your advantage when helping financial institutions fund employee and executive benefits? BOLI provides an alternative mechanism for banks to offer excellent growth potential on a tax-free basis. |
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Supplemental Executive Retirement Plan (SERP)
Do you have clients looking for a way to help employees maintain their current standard of living in retirement? By using a SERP entirely funded by the employer, these individuals can access benefits above and beyond those of traditional retirement plans. |
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Business Succession Planning
When your business owner clients decide it’s time to retire, will they have a plan in place that protects both their personal futures and that of the business? Discover exit strategies that can make the transition seamless while uncovering additional sales potential.
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Creative Programs
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Learn how Income Maximizer (IMAX) can help your clients retire comfortably
One of the top concerns for clients today is having enough money to last through retirement. How can you make sure they will? Using our powerful Income Maximizer software, you can easily illustrate for clients when they will run out of money given their current plan. Once you’ve shown them this “red line,” we’ll show you how to offer solutions that make it disappear! Join us as Brooke Thomas and Steve Goldstein highlight how the Income Maximizer income planning tool can help you better prepare your clients for their futures as you uncover additional sales opportunities in the process. |
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 10524 – 2009/7/27 | #14673 208039
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