2008 has been quite a year in our industry. For some, it caused nothing but problems with the regulatory environment changing and the financial mess putting many clients in a state of confusion. For others, it has been one of the best years ever to be in the financial services industry, and we expect an even better 2009.

We are proud to tell you we nearly doubled last year’s production, and we owe that to our producers. Many of them had such a great year they have shared some of 2008’s best sales ideas and training tools with us and are allowing us to give them out FREE to select producers. We have packaged them together and are proud to release our 2009 Annuity Success Kit.

Immediate Marketing Campaigns

• FDIC Audit Campaign
• Risk Audit Campaign
• Town Hall Presentation on the Financial Crisis

Sales Presentations

• Prospecting Using Current Events
• Before-and-After Allocation Software
• Emotion Sales Techniques

Training

• Understanding Clients' Tax Returns
• How to use Morningstar Reports
• Reading Brokerage Statements

Articles

• NY times FIA Article
• Kiplinger FIA Article
• Wharton School of Business Study

RIA and Securities Success Kit

• 3 Reports on Why Securities License is a Must
• Conference call with a Top Investment Advisor and
  Insurance Agent
• Truth About Becoming an Investment Advisor

Qualified Money

• Estate Maximizer Presentation
• RMD Prospecting System
• Roth IRA Software

For more information on how you can receive your FREE 2009 Annuity Success Kit, please fill out the form, and we will be in touch with you immediately.