Not too long ago, a group of financial professionals used these 3 power pads and they wrote well in excess of one billion dollars of annuity premium. Each pad has 33 sheets and fits conveniently in your suit jacket inside pocket.
Click here to watch training video on how to use these Power Pads.
Power Pad #1
Front: Finding Maturing Certificates Of Deposit(CDs)
"The best way to start off any potential annuity appointment."
Ask the 10 questions on this pad and:
- discover where they have their money & at what interest rate, and when it matures
- listen to them tell you the benefits they like and the benefits they want such as tax advantages and higher interest rate
Back: Rule of 72
"Make every appointment a learning experience for each client and prospect."
Teach clients and prospects how they can calculate how quickly or slowly their money can double. When you do, they will see the power of tax deferral.
Power Pad #2
Reducing Taxes On Social Security Income
"Return to needs-based presenting and you can have your best year ever."
"Pick up the phone since you now have a new way to potentially help people reduce the taxes they are paying on their Social Security Income.
Who do you know who wants more spendable income? Call them now.
Front: Hypothetical example of couple paying taxes unnecessarily on Social Security Income.
Back: 7 question questionnaire where you can enter their numbers to show to accountant.
Power Pad #3
Combining Tax Deferral and Guaranteed Monthly Income (the Split Annuity)
"When you begin combining the power of 2 different annuities,your presentation becomes powerfull too."
Front: Hypothetical example of 2 annuities combining tax deferral and tax-advanaged income over 10 years,
Back: Space on the pad for you to enter the 2 annuities in their best interests.
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