Online Video Training

Consumer Sale Presentation Videos

These series of presentations are for agents use only to benefit those agents who do business with DFS Marketing. These training series provides general information on SPIA and does not represent specific sales advice.

Consumer Sale Presentation Videos
This presentation series has been developed to benefit agents who do business with us. This conceptual client presentation has been purposely designed to allow you the flexibility you need to select the appropriate product to meet your specific client’s needs. These tools have been designed, so that benefits expressed in the conceptual presentations can be achieved by using the variety of insurance products, allowing you to work with the carriers and products you feel best suit you and your clients.

Reliable Living Plan
Long term care insurance policy designed for people needing assistance with daily living.

AmeriLyzer Fiduciary Platform
Within a few months, agents will be required to align with a recognized Financial Institution when they render advice on qualified accounts. This creates an exposure for many marketing firms who are not in position to take on the Financial Institution burden. We are committed to our agent partners and would like to help you solve this problem.

Tax Planning Toolkit
When you know how to leverage tax planning you will generate more business. Our new tax planning toolkit delivers a ready to use sale system designed to elevate your game by showing you exactly how to tap into the biggest concerns effecting your prospects and demonstrating value in areas effecting their retirement success.

Free Annuity and IUL Leads
DFS Marketing provides a great services and reward programs to it’s agents. If you are licensed life insurance agent, contact us to learn how our marketing system and lead generation programs can help you get more appointments and potentially generate more sales.

How to Sell a LTC Annuity
This webinar is provided to you to learn how to sell a LTC annuity correctly.

Want Free 1-on-1 Appointments?
It’s simple! Just fill out the form and a DFS Marketing consultant will contact you.

GPS 4.0 Online Marketing

I have worked with DFS for about 3 years. My relationship with Julian and Mae have been great. With Julian’s expertise and hands-on approach of the Fixed Index Annuities market I have been able close more deals than ever before. I would recommend DFS to any Agent whether experienced or not.

Jeff & Lynmichelle