Our mission is to be a resource for you in either helping you to develop a better understanding of the different types of annuities and how to market and sell them or help you expand your existing practice.
We have partnered with Levinson and Associates to help provide these resources as they offer years of experience and knowledge with all of the various types of annuities on the market today.
In 2020 we are living in a completely different world.
People are worried about day-to-day living but equally concerned about the future.
- People are worried about retirement
- People want to protect their retirement
- People want to guarantee their retirement
This is a great time to have a conversation with people.
Have a zoom session, text or phone and engage them in a conversation about the benefits of
owning an annuity.
- Competitive rates (CD’s, money market, bank savings accounts)
- Tax-deferred growth
- No up-front cost or sales charges
- Protect against market volatility
- Guaranteed death benefit wit most plans
- Avoid probate
- Access to funds (10% withdrawal and some have return of premium)
- Guarantee income for life
- Systematic withdrawal keeps principal intact
A recent survey found:
- 78% of people want lifetime income
- 76% want income stability
- 71% want principal protected
They are talking about an ANNUITY
You would have access to a portfolio of more than 100 products from top-rated carriers including multi-year guarantees, bonus annuities, fixed-income annuities, single premium immediate annuities, fixed-income annuities and deferred income annuities.
Whether your client is seeking accumulation and growth or income-based solutions we are able to offer options to your clients that can offer them solid guarantees, great interest rates and predictable payouts.
Click here for the Needs Assessment and Solutions Workbook
Working with Levinson and Associates will give you access to unparalleled marketing and technology highlighted by:
- Agency Automator (Free agent client management system)
- Agency Automator Marketing Platform (allowing you to e-mail out to clients and
prospects from pre-done templates co-branded with your name) - IGenius Annuity Experience (provides rates, quotes, e-apps, training and software)
- Annuity Genius Program (offering a complete annuity database, income rider
calculators, Historian, Suggestion tool, and Personal Agent Website)
This program has a monthly fee but as a Levinson agent with minimal production this fee could cost you nothing PLUS you have access to a FREE ONE WEEK trial of this program to see if you like it and think it will work for you.
The products, training and comprehensive resources available to you through Levinson and Associates are all designed to help you increase your annuity business.
There is ONE ADDITIONAL BENEFIT you get that no other FMO can offer to you.
Resources
Click below for PDF: