America has a Problem… PPT-1103. And We Have the Solution!

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Presentation transcript:

America has a Problem… PPT-1103

And We Have the Solution!

What’s The Problem? Most Seniors Want to Leave a Legacy Many Savings Products are Underperforming Many Investment Products are Losing Money Tax Deferred Products Will Be Taxed!

Why Act Now! Once in a Generation Opportunity You Already Have Prospects! Better Paying Product And if you Don’t….

The Next 20 Years $1 to $3 Trillion Dollars will Transfer! How much of that will be yours?

Is this Life Insurance? Today’s Wealth Transfer Vehicle Modified Endowment Contract Taxes Spread Over 5 or 10 Years, Creating a Death Benefit that’s… TAX FREE TO HEIRS!

Instant Approval Underwriting Guaranteed Death Benefit Possible Cash Value Growth through Indexing Possible Death Benefit Growth through Indexing Tax Deferral Ward’s Top 50, A Rated Carrier Double Digit Commission

So What’s Been the Hold Up?

You Now Have the Solution!

Lifetime Returns Solutions The Leveraging of Single Premium The Tax Deferral of 5 or 10 Pay Point of Sale Underwriting For Non-Qualified and Qualified Funds!!!

How Does Solutions Work? Single Premium Immediate Life Annuity Annuity Funded Life Insurance

Comparing Solutions Female Age 75 Non-Tobacco Current Qualified Annuity Lifetime Returns Solutions Death Benefit $100,000 Taxable Taxes Already Paid Net to Heirs $75,000 $100,000

Lifetime Returns Solutions Ages $25,000 Minimum Face 5 Pay or 10 Pay GUARANTEED DEATH BENEFIT Fixed and Indexed Linked Interest Flexible Liquidity Instant Approval Underwriting

The Perfect Plan…. Has 70% Participation - NO Asset FEE! Has 3.5% Monthly Point to Point Cap Has 8.25% Annual Point to Point Cap Current First Year Fixed Rate of 4.25% And Pays You a Great Commission!

The Perfect Process Point of Sale Underwriting: Instant Approval Evening Hours MIB and Prescription Drug Check It’s As Easy as Making a Call!

You Have the Solution! Request a Kit Call Your Clients: Annual Review Get a Quote Call ESP for U/W Approval Close a Case!