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Annuity Owner Opportunities Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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Annuity Owner Opportunities
A motivating booklet that shows existing annuity owners the mistakes they make and the knowledge they lack. Articles unclude:
  • Introduction to Fixed Annuities, A Great Idea, But...
  • Does It Make Sense to Change Annuities?
  • How Your Annuity Payments are Taxed
  • An Annuity That Participates in Stock Market Gains
  • Annuities Can Help Reduce or Eliminate the Tax on Your Social Security Benefits
  • Cash Payments for Life
  • Annuities Can Help Provide Insurance for Long-Term Care
Avoid Mistakes in Bying Long-Term Care Insurance Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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Avoid Mistakes in Buying Long-Term Care Insurance
Show your prospects that you`re not just another long-term care salesperson - you`ll actually show them how to avoid making mistakes in this important purchase. Articles include:
  • Do You Need Long-Term Care Insurance?
  • When Should You Get Insurance?
  • What`s It Cost?
  • Five Ways to Potentially Reduce the Cost of Long-Term Care Insurance
  • Other Options and Ideas
  • Which Insurance Company is Best?
Understanding Mutual Funds Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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Understanding Mutual Funds
Mutual fund owners think they know what they`re doing. But once they read this, they will understand why they need to meet with you. Topics covered:
  • Mutual Funds, A Tool for You
  • Mutual Fund Selling Points
  • Mutual Fund Suitability
  • Turnover
  • Free Online Resources
Helping You Avoid IRA Distribution Mistakes Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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Helping You Avoid IRA Distribution Mistakes
This booklet is designed to accompany our Advanced IRA Disrtibution Seminar System and can be used by any planner interested in this area. The articles include:
  • Helping Preserve You Retirement Asstes by Taking Smaller Distributions
  • Two Things That Could Ruin Your Plans to Strech Your IRA Money
  • Why You May Need an IRA Asset Will
  • Free Online Resources
  • Avoiding Potential Mistakes in Selecting IRA Beneficiaries Through IRA Trust
  • If You have Charitable Desires...
  • What Investments Should You Consider for Your IRA?
  • How Lower Stock Values May Lower Your IRA Distribution Taxes and Increase Your Income

Six Strategies to Help Retirees reduce Taxes and Preserve Thier Assets Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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Six Strategies to Help Retirees reduce Taxes and Preserve Their Assets
This booklet highlights the virtues of annities and VUL with these articles:
  • How Fixed Immediate Annuities Could Increase Cash Flow
  • An Alternative to Tax-Free Bonds?
  • Free Online Resources
  • Reduce or Eliminate Tax on Your Social Security Benifits
  • Do You Need Long-Term Care Insurance?
  • Seeking Market Participation and Deferred Tax
CD Shoppers` Guide Click on Picture to View Contents
These booklets are personalized with your picture, your biography, and your company name and logo.

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CD Shoppers` Guide
The booklet covers these topics:
  • Where to Obtain Higher Paying CDs
  • Callable CDs
  • Index-Linked CDs
  • FDIC Insurance - Do You Really Understand That?
  • Are Fixed Anniuities a Good Alternative to CDs?
  • Are Your CDs Titled Correctly?
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