Online and downloadable calculators to assist you in closing sales. Demonstrate the benefits of Roth conversion, tax-deferral, taxable equivalent yield, triple split income planning, Social Security tax reduction to name a few.
Online training will prepare you for any situation you may face in your day to day business. A few examples of our tutorials include Qualified versus Non-Qualified accounts, how to present surrender charges to a client, Roth IRA and Roth IRA conversions, and product training on every product we offer.
DFS Marketing offers so many reward programs to the agents such as PAID Bucks, One on One Appointments, Value Added Services, Website Development, 401k Business Referral Program, Travel Awards and So many more!
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 in three specific ways.
For the last seventeen years, I have been trained by the best insurance specialist in the industry. I have studied and become fluent in traditional, index-linked, multiyear guaranteed rate and immediate annuities. I have provided research and consulting services to thousands of independent financial professionals, insurance companies, and financial firms in a variety of annuity and life arenas.
My insights on annuity and the retirement income world have helped wholesale over five hundred million dollars of index linked fixed annuities for the largest insurance companies in the world. I have been asked by life insurance companies to address their annual meetings and teach financial professionals the realities of index annuities.
I am passionate about sharing this book and information I have gathered from many sources and years of experience to help you understand if you are the ideal fit for a Fixed Index Annuity.
The purpose of this book is to inform readers who are within 5-10 years of retirement, or in retirement, who need to protect their principal and are looking for a guaranteed lifetime income. These readers want peace of mind knowing that the last 30 or 40 years of saving diligently, can’t be lost by one or two bad years in the market.
It’s not about ideas. It’s about making ideas happen!
DFS was founded in 2011 with its executives and employees having over 25 years of combined experience in the fixed indexed annuity and life insurance business.
Any competent Insurance Marketing Organization (IMO) should provide good service, great products, and competitive compensation. Many Insurance Marketing Organizations offer leads, lead systems, software, and generic presentations as an enticement to get you to contract with them. If your IMO (Insurance Marketing) offers all of this and it's working you should be grateful and thank them with your loyalty. Unfortunately you may be getting these things from your IMO and still struggling to earn a living. The sad fact is few lead systems work and most sales presentations are a rehash of ideas that your prospects have seen a hundred times.
DFS Marketing is an Insurance Marketing Organization (IMO) dedicated to meeting the needs of Insurance Professionals who focus their practice on the sale of Life Insurance and Annuities, including Fixed Indexed Annuities and Indexed Universal Life.
Our insights on annuity and the retirement income world have helped wholesale over five hundred million dollars of index linked fixed annuities for the largest insurance companies in the world. We have been asked by life insurance companies to address their annual meetings and teach financial professionals the realities of index annuities.
ASK YOUR QUESTIONS
Don’t hesitate to ask. Email us directly firstname.lastname@example.org or call us at 1-855-740-3140. We helped hundreds of agents all around the U.S.
GIVE US A CALL
At DFS Marketing, you will work with the same marketing consultant every time. The same person will handle your contracting and new business every time. Our mission statement is Relentless Support for Financial Professionals and we take that very seriously. Long term, profitable relationships are the life blood of our business and it is our goal to become your business partner and to be indispensable to the success of your practice.