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The Encyclopedia to Selling Annuities CD-ROM and 212 page book

 
The Encyclopedia to Selling Annuities CD-ROM and 212 page bookQuantity in Basket:none
Code: TESABK
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Order online now and also receive The Encyclopedia of Annuities CD-ROM for FREE.

CD-ROM Description

At long last, everything you need to sell annuities successfully.

Begin using the same ideas and approaches that 300 brokers used to write one billion dollars of annuity premium in only 2 years.

This robust CD-ROM contains the same pages as the book, but with a great deal of audio and video. The CD-ROM contains 25 narrated presentations so that you can hear how your point of sale scripts will sound. Like the book, it contains the same ideas that 300 brokers used to write 1.3 billion dollars of annuity premiums.

The charts in this book come to life on the CD-ROM since they are interactive and they will allow you to input data, pinpoint problems, and formulate solutions for the point of sale.

The scripts from past presidents of the United States jump off the page on the CD-ROM as you watch presidents from the past discuss the Economy and Income Taxes. Imagine how interactive and informative your next point of sale or client seminar will be after you begin using these unforgettable video gems.

You will have access to this CD-ROM for one year measured from the first time that you play it on your computer. Thereafter, you may be able to license this CD-ROM or a newer one for another year for another $199.

Book Description / Table of Contents

This one of a kind 200-page book contains the same ideas that 300 brokers used to write 1.3 billion dollars of annuity premiums.

This book is divided into 3 sections.

Section 1 contains consumer point-of-sale scripts, proven prospecting approaches, and one-of-a-kind chapters devoted to the best ways to discuss surrender charges and safety.

Section 2 contains, arguably, the best 101 and 201 annuity product information that you will find anywhere. Because of this section, you will quickly understand almost everything you should know about every type of annuity, immediate, variable, and each type of fixed annuity from traditional to bonus to multi-year to equity-indexed. The material in this section comes directly from the best chapters in our CE annuity training course, The Encyclopedia of Annuities 2004.

Section 3 contains two very special presentations: a short, proven, point-of-sale annuity presentation that works and a very special client seminar presentation that a) helps you create rapport and trust with the audience, b) contains 3-4 unforgettable ideas, and c) convinces the audience that they should get together with you.

This book is perfect for your library because of the full color charts and gorgeous cover. And, each book comes with an encouraging personalized letter to you from our president, Bill Harris. This letter is great for your office wall.

 

Table of Contents

   
Page
I. Senior Market  
  Risk and the Senior Client/ Overview
2
  Pre-Retirement vs. Post-Retirement Planning / Overview
3
  Pre-Retirement Planning
4
  Post-Retirement Planning
5
  4 Myths
7-10
  Insurance Concern / Health Insurance / LTC / Estate Planning
11-12
  Where an Insurance Company Has Its Assets
13
  Tax-Deferred Accumulation /Impact of Earnings and Time
14-15
  Inflation
16-17
  Reducing Current Income Taxes on Social Security
18
  Summary
19
     
II. Presenting  
  Overview
21
  Money in the bank comparison
22
  IRA Comparison
23
  5 Benefits
24-25
  Second Annuity Presentation
26
  Death and Taxes
27
  Overview
28
  Summary
29
     
III. The Power of Tax Deferral  
  Overview
31
  Power of Tax Deferral
32-38
     
IV. Double Double Diversification  
  Overview
39
  Three Benefits of DDD
40-44
     
V. A Portrait on Closing  
  Overview
45
  New Information/ Mr. B
46
  Reflections
47
  The Application Approach
48
  The Print Approach
49
  The Closing Question
50-52
  Summary
53
     
VI. Overcoming Objections Surrender Charges  
  Overview
55
  Interest Rate Equal Access
56
  I never tie my money up longer than a year
57
  Surrender Charges Revisited
58
  Summary
59
     
VII. Overcoming Objections Safety  
  Overview
61
  Cost For Insurance
62
  Insurance Checklist
63
  Bottom line
64
  Summary
65
     
VIII. 6 Ways to Increase Your Success in the Profession of Selling  
  Overview
67
  Creating Your Own Formula
68
  Financial Professionalism
69-72
  Summary
73
     
IX. The Most Interesting Ways to Market Annuities  
  Overview
75
  Important Steps to a Successful Seminar
76-77
  Cable TV
78
  Radio
79
  Mailers
80
  Fictional Business Card
81
  Telemarketing
82-83
  Cross-Selling
84
  Summary
85
     
X. History  
  Overview
87
  The Economy
88
  Income Taxes
89
  Social Security
90
  Inflation
91
     
XI. Types of Annuities  
  Overview
93
  The Types of Annuities
94-95
  The Most Frequently Asked Questions About Annuities
96-98
  Summary
99
     
XII. How Contract Provisions Affect Consumers  
  Overview
101
  Contract Provisions
102-104
  Settlement Options Upon Death of Owner or Annuitant
105
  Surrender Charges / Overview
106
  Market Value Adjustment
107
  Annuitization Options
108
  Contract Provisions Common to Fixed Annuities
109-112
  Contract Provisions Common to Variable Annuities
113-116
  Contract Provisions Common to Indexed Annuities
117-127
  Annuities With Cash Value Strategies
128
  Summary
130
     
XIII. Discuss the Primary Uses of Annuities  
  Overview
131
  Tax-deferred Accumulation/Comparison
132
  Tax-deferred Accumulation/Taxable Equivalent Yields
133-134
  Tax-Free Returns
135
  Income Distributions / The Split Annuity in Retirement Planning
136-137
  Market Value Adjustment
138
  Various Settlement Options
139
  Advantages and Disadvantages of Annuitization
140
  Advantages/Annuities
141
  Comparison / Choices
142
  Summary
143
     
XIV. Identify the Parties to an Annuity  
  Overview
145
  Important Parties to an Annuity
146-147
  Insurance Rating Services
148
  Rights and Options to Beneficiaries
149
  Summary
150
     
XV. Income Taxation for Annuities  
  Overview
151
  Qualified and Non-Qualified Annuities
152
  Partial Withdrawals/Qualified
153
  Loans and Assignment Qualified
154
  IRS Section 1035 exchanges
155
  Death of an Annuitant
156
  Exclusion Ratio
157
  Summary
158
     
XVI. Qualified Plans and Annuities  
  Overview
159-161
  4 Things We Should Know About the IRA Rollover
162
  5 Reasons Customers Should Consolidate Their IRAs
163
  SEP
164-166
  Summary
167
     
XVII. Historical Development of Annuity Contracts  
  Overview
169
  How Annuities Have Evolved
170-171
  Indexed Annuities 20 Years Ago
172
  How Products and Practices Evolved
172-176
  Market Overview/Typical Purchaser
177
  Market Overview / Sales
178
  Summary
182
     
XVIII. Sales Practices  
  Overview
183-184
  Client Suitability
185-190
  Questions to Ask The Consumer
191
     
XIX. Reserving Issue With Annuity Contracts  
  Overview
193
  Reserves / Consumer
194
  Reserves / Annuity Sales
195
  Low Interest Rate Environment
196
     
XX. Presentations  
  Overview
197
  Client Seminar Presentation
197-198
  5 Risks
199
  Financial Pyramid
200
  Conservative Alternatives
201
  Roller Coaster Ride
202
  Diversify Your Dollars Among Products That…
203
  Keep It Simple
204
  What Goes Up…Can Go Down
205
  Bear Markets
206-207
  The Economy/Presidential Scripts
208
  Questionnaire
209
  One on One Point-of-Sale Presentation
210-211
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