Articles

PowerPoint Slides

Calculators

Check this section of our site to access free resources devoted to helping you sell more annuities. In addition to educational articles, you might periodically find free PowerPoint slides, video presentation, software calculators, and other things that you can download free and use in your practice.

Click Here for Free Resources


Roth Conversion ebook and PowerPoint Slides

Includes Over 50 PowerPoint Slides

This 144 page ebook is written for advisors to help them understand the advantages of converting traditional IRAs to Roth IRAs. You will learn how Roth IRAs can be used as a wonderfully flexible tool for placing wealth beyond the U.S. income tax system, and ultimately passing that wealth on to their heirs. You'll learn innovative strategies for showing clients how annuity bonuses can be used to significantly offset the taxes associated with converting a traditional IRA to a Roth IRA.

Included are over 50 PowerPoint slides designed around the strategies detailed in this ebook. Use them with clients or during your seminars, and see for yourself the client-building power of Roth IRAs.

The cost to download the entire ebook, including all 50 PowerPoint slides, is only $49.00

(If you purchase the "Advanced Roth Conversion Strategies For Advisors" ebook and PowerPoint slides (or even if you don't) you may want to also subscribe to our free "Roth IRA Notes" newsletter. You can see a description below.)


FREE Roth IRA Notes Newsletter

Free Subscribe Now

"Roth IRA Notes For Advisors" is a newsletter that picks up where the book "Advanced Roth Conversion Strategies For Advisors" (see above) leaves off. It is written specifically for advisors, and the content focuses primarily on Roth conversion strategies and techniques for building a Roth-oriented practice. It is distributed by e-mail, and currently it is free. The publication schedule for this newsletter is very irregular.

It is our intention that future issues will periodically provide subscribers with the ability to download additional free PowerPoint slides developed to help advisors explain the Roth IRA wealth-building and estate-transfer concepts explored in the newsletter.

Click here to see a back issue (in PDF format): Vol. 1, No 1. January 2007: The Roth Carve Out Concept


Advanced Annuity Selling Strategies ebook and PowerPoint Slides

Includes Over 300 PowerPoint Slides

This remarkable ebook gives you a first-ever look into the minds of the mega-producers. Now you can eavesdrop as the "top guns" reveal case studies, tips, and step-by-step advice — all the ammo you need to generate month-after-month commissions of $30,000 and up.

Readers of this book say that "it is like picking the brains of top annuity producers". In fact, we conducted hundreds of hours of exclusive interviews with many of the industry's top producers to learn their most powerful selling secrets.

Included are over 300 PowerPoint slides designed around strategies detailed in this ebook. Learn the methods used by the top producers, and then see the slides to illustrate them to your clients or during your next seminar.

The cost to download the entire ebook, including all 300 PowerPoint slides, is only $49.00

Click here if you want to start earning $30,000 in annuity commissions every month.

(If you purchase the "Advanced Annuity Selling Strategies" ebook and PowerPoint slides (or even if you don't) you may want to also subscribe to our free "Annuity Strategies Notes" newsletter. You can see a description below.)


FREE Free Annuity Sales Arsenal Ezine

Free Subscribe Now

If you have read the book "Advanced Annuity Selling Strategies" (see above) you know that it is full of battle-tested tactics that many of our customers (top annuity producers) have shared with us. As we learn of new ideas, techniques, and strategies, we share them with the subscribers of this newsletter. It is distributed by e-mail, and currently it is free. The publication schedule for this newsletter is very irregular.

It is our intention that future issues will periodically provide subscribers with the ability to download additional free PowerPoint slides developed to help advisors explain the annuity selling concepts explored in the newsletter.

Click here to see a back issue (in PDF format): Vol. 1, No 1. January 2007: The Yellow-Pad IA Presentation


Zeros Win IA Game Software



Zeros Win is a software program that allows you to visually demonstrate indexed annuities. Using a "game" format to present indexed annuities, Zeros Win makes it easier for clients to understand the product, and thus easier for you to sell.

This program was developed primarily as a seminar presentation tool, but is also very effective in client presentations.

Click here if you want to make indexed annuities easier to sell.

This product is included with the Annuity Sales Arsenal, or a one year license can be purchased separately for $179. (The current annual renewal fee is $99.)


Social Security Tax Reduction Software



Social Security Tax Reduction Software allows the advisor to quickly illustrate how it may be possible to reduce the amount of a client's Social Security income that is subject to income taxes. Simply take the figures from the client's tax return, and enter in the corresponding lines in the software. The program instantly calculates the portion of Social Security that is taxable. More importantly, the advisor can illustrate how annuities possibly could reduce these taxes.

This is also a great program for the Roth conversion market, because you can use it to show how future RMDs from traditional IRAs can dramatically increase the amount of a client's Social Security that might be taxable in the future.

Click here to download a free 3-day trial.

This product is included with the Annuity Sales Arsenal, or a one year license can be purchased separately for $279. (The current annual renewal fee is $149.)


Triple Split Annuity Illustrator Software



The Triple Split Annuity Illustrator Software is the perfect program for advisors who recommend the split annuity approach to their clients. It is perfect for use in seminars or in client presentations. Use it to quickly demonstrate how it may be possible for a client to increase their income, reduce their current taxes, and preserve their capital, to help insure that they will never run out of income.

This product is included with the Annuity Sales Arsenal, or a one year license can be purchased separately for $179. (The current annual renewal fee is $99.)


Life Insurance or Annuities Software



The Life Insurance or Annuities Software is a valuable tool for advisors who want to do a better job of unlocking the potential of life insurance. This program actually provides three valuable life insurance related tools:

  1. For the client who has life insurance cash value, but no longer needs death benefits, you can illustrate the possible advantages of surrendering their insurance and using the cash values to purchase an annuity.
  2. For the client who has no plans of taking distributions from their deferred annuity, you can illustrate the possible advantages of surrendering the annuity and using the cash value to purchase life insurance, which can be passed to their heirs, free of income tax.
  3. For the client who has some other (non-annuity) taxable account or investment, you can illustrate the possible advantages of instead using this money to purchase life insurance that can be passed to their heirs, free of income tax.

This product is included with the Annuity Sales Arsenal, or a one year license can be purchased separately for $279. (The current annual renewal fee is $149.)




Site Map  |  About Us  |  Contact Us  |  IMO Partners  |  View Cart