Business Meeting

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:

 

  1. As Many statements 2 years or older (More if you would Like)

  2. Client Ages, Date of Birth 

  3. 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!

Download a Sample