About the Program
The goal of this program is to provide an economic advantage to your clients by looking at old underperforming annuities that you wrote 3-10 years ago. It will get your client into a better situation, get you a commission check and count as production toward our marketing programs (Like the PERA Appointments)
We would need:
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As Many statements 2 years or older (More if you would Like)
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Client Ages, Date of Birth
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Current Client goals if you have them (Income, Accumulation, Death Benefit)
MVA Example
CURRENT EXAMPLES
TALOR R.
Been in the program since Late 2020
Over 1.1M Moved since joining the program out of underperforming policies and low surrenders (American Equity, AIG, Allianz)
Roughly: $86,000 In Commission
MICHAEL J.
Been in the program since the beginning of 2021
Over 1.6M moved since joining the program out of underperforming policies and low surrenders (ALL ALLIANZ)
Roughly: $130,000 in Commission
JOHN S.
Been in the program since Late 2020
Over 2.3M Moved since joining the program with underperforming policies and low surrenders
(American Equity, Allianz)
Roughly: $167,000 In Commission
Contact
When you enter the Current Client Upgrade Program we give you a free copy of our compliance-approved lead magnet, 6 Retirement Pitfalls and How to Avoid Them!