Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Apps and Forms | Contracting | Client Handouts | Broker Sales Tools | Multimediea Presentations

Product Rates and Information

Attention CA Agents Click Here for Required 8hr CE Course	Attention WA and OR Agents WA / OR Fixed Annuity Products WA / OR Indexed Annuity Products	Attention NY Agents NY Annuity Products

Current Rates ( All Annuities)	27 K	Fixed Annuity Products	49 K
MYG Annuity Rates	30 K	Indexed Annuity Products	33 K
Upcoming Rate Changes		Equity Indexed Annuities Explained	73 K
Specialty Products	557 K

Specialty Products

Estate Maximizer II - SPWL

Health Rated Single Premium Immediate Annuities

John Hancock- GPA Plus Annuity w/ LTC Benefits

Legacy Link - Wealth Transfer

Life / Long Term Care Linked Benefit Products

Equity Indexed Annuities

The Equity Indexed Annuities section contains Client Handouts, Product Information, and On-Line Video Presentations.

Click here to visit the Equity Indexed Annuities section

Quote Requests

Please complete one of the forms below with the requested information. Specify in the comments section of the form, the product you wish to see quoted. If no product is specified a quote cannot be illustrated. Multiple products can be quoted from one request if specified in the comments section.

SPIA

SPDA

SPWL

Apps and Forms

Click here for Apps and Forms

Contracting

Save time and money! Get contracted faster and easier! Now available to you is CPS’ on-line contracting program.
Click here to get contracted.

Annuity Client Handouts

$1000 Lump Sum Investment	40 K		Probate Invades Your Privacy	37 K
Advantage of Annuitization	52 K		Probate Maze	34 K
Basic Benefits of Owning an Annuity	68 K		Real Rate of Return	75 K
Buyer's Guide to Fixed Deferred Annuities	68 K		Reasons Why a Fixed Annuity is Perfect	38 K
Comparing Conservative Investments	38 K		Saving For College	41 K
Do You Need An Equity Indexed Annuity	35 K		"Stretch" Your Assets	70 K
Do You Need An Equity Indexed Annuity2	70 K		Split Annuity	61 K
Equivalent Taxable Yield	46 K		Take the Tax Bite out of Social Security	64 K
Grocery Bag Index	46 K		Tax Smart Asset Allocation Strategy	83 K
History of Conservative Investing	58 K		Tax Deferral vs Yield	35 K
History of Long-Term Interest Rates	166 K		The Retirement Wave	49 K
How Long Will it Take to Double	35 K		The Power of Tax Deferral	40 K
How Much Money Should I Keep Liquid	35 K		Triple Compounding	36 K
I Don't Even Buy Green Bananas	27 K		What If Interest Rates Rise	35 K
Investment Pyramid	28 K		What's So Special About Fixed Annuities	26 K
Is an Annuity For You?	47 K		Who Wants To Be A Millionaire	25 K
Is an MVA Right For You?	54 K		With A Long Term Fixed Annuity	33 K
Living Off Interest	50 K		What to do When Rates are Low.	47 K
Lock In Gains With an EIA	32 K		What Can a Reset EIA Do For You	58 K
Other Benefits of Fixed Annuities	43 K		Wealth Accumulation for Younger Clients	222 K
Ownership Structure of Non-Qualified Annuities	55 K		Wouldn't You Buy A House If	222 K

Annuity Sales Tools

10 Key Factors in Retirement Planning	684 K		IRA Contribution Limits	162 K
2006 Tax Update	36 K		Nine Habits of Effective Salespeople	252 K
3 Phases of Retirement	663 K		Prospecting	665 K
Annuity Distribution at Death	40 K		Selling Points	670 K
And I Told Two Friends	33 K		Starting Off Right	693 K
Comparing Annuities	685 K		Ten Second Annuity Summary	66 K
EIA “Candy Jar” Selling Script	45 K		The Perfect Investment	39 K
Fixed Annuity Catch Phrases	51 K		To Roll or Not to Roll	439 K
How Do I Ask My Customer To Make a Decision	36 K		Time is Short	687 K
How Do I Find Prospects	26 K		Why Do I Have to Pay Cap Gains	45 K
How Do I Get An Appointment	40 K		Why Do People Buy Annuities	31 K
How Do I learn My Customer's Wants	36 K		Working Your Current Book	708 K
I Should Have Bought Annuities	36 K		Your Clients Think You're More Important	41 K

Multimedia Presentations

The presentations below are large and may take a while to download. Please "Right-Click" and select "Save Target As" to save them on your computer.

Agent Training Presentations (NOT for client use)

Annuities Sales Ideas for Tax Season If you could offer your clients a solution on how to lessen their current tax bill, would you? The answer would no doubt be YES! Please see the link below for a new interactive Brainshark showing how annuities can offer tax solutions for your clients.  Click here view the Brainshark: http://www.brainshark.com/jpfinancial/vu?pi=145616&text=email

ANICO - Palladium MYG Presentation

ANICO - Training - What is a 401k Plan

ANICO - WealthQuest III Variable Group Annuity

LBL - Allstate Treasury-Linked Annuity

LBL - AssetMax

LBL - CharityLinc

LBL - Saver's Index Annuity Plus and Saver's Index Annuity Premier

LBL - Saver's Index Annuity

LBL - SureHorizon Annuity Series

ANICO - Transistions Estate Annuity Presentation

United of Omaha - Income Access SPIA

Client Product Presentations (Intended for Point of Sale use)

AIG - Building Your Business With Income Annuities (PowerPoint - 6.21 MB)

ING - Secure Index Five Annuity Client Presentation (executable - 7.51 MB)

ING - Secure Index Seven Annuity Client Presentation (executable - 6.74 MB)

ING - Secure Index Opportunities Plus Annuity Client Presentation (executable - 9.08 MB)

LBL - Allstate Treasury-Linked Annuity - Customer Approved

LBL - Saver's Index Annuity Presentation (executable - 7.49 MB)

Sun Life Financial - Keyport Index MultiPoint Equity Indexed Annuity (executable - 13.33 MB)

West Caost Life - Index Advantage Annuity (executable - 18.53 MB)

 

 

Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Contracting | Apps and Forms | Client Handouts | Broker Sales Tools | Multimediea Presentations