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Agent Sales Primer
** For Agent Use Only ** © 2005 J.G. Wentworth2 Who is J.G. Wentworth? 14+ years experience with 42,000+ transactions worth over $1 billion Established Secondary Market for Annuities Only company dedicated to the purchase of Annuity contracts from individuals 6 straight years of financings with top rating AAA by Standard & Poor’s Aaa by Moody’s
** For Agent Use Only ** © 2005 J.G. Wentworth3 Benefits to Agents & Brokers New revenue opportunities New Commissions Influx of capital for clients will free up assets New selling venue Unique and new reason to call on existing book of business Gain competitive advantages in recruiting and retaining clients Great way to prospect for new clients New offering will enhance current client relationships Provide a product that is complimentary to every other product in agent’s toolkit Client does not write a check but receives one Fast, Quick, Simple, Easy Quotes, Application, Funding, Servicing No lengthy appointment process; no need for licensing
** For Agent Use Only ** © 2005 J.G. Wentworth4 Target Annuities Annuities ideal for the Program are: Single Premium Immediate Annuities (SPIA) with Fixed Payments We only purchase guaranteed payments and return the lifetime rider to the client Two-Tiered Deferred Annuities w/ Annuitization Bonus We can beat surrender options Deferred Annuities in Payout phase with Fixed Payments We can purchase a portion of the term (10 years of 20) or a portion of the payment ($1000 of $1500 monthly) or the entire annuity contract Annuities MUST have: Non-Qualified tax status Guaranteed Payment Option
** For Agent Use Only ** © 2005 J.G. Wentworth5 Client Profiles Situations in which clients have a need or desire to sell their annuity: Life change Inheritance Elimination of debt Need for another life product Change in investment or estate planning strategy Home improvement or second home Starting a business Regrettable initial decision
** For Agent Use Only ** © 2005 J.G. Wentworth6 Benefits to Clients Customized Options Sell Partial Terms or Partial Payments Sell Period Certain Term and Retain Lifetime Payments Sell Annuity Payments and Retain Death Benefit Quick and Simple Quotes within hours Quotes have no hidden fees or expenses Funding to client can happen as quick as 2 weeks Every product needs a secondary market An annuity is the client’s asset and although liquidity won’t be right for everyone, having the option certainly is.
** For Agent Use Only ** © 2005 J.G. Wentworth7 Agent Compensation Agent Base Commission: 1.5% of Purchase Price to Client Paid at the time of Funding to Client Incentive Program 1 Marketing Credit Program 1
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