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:
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As Many statements 2 years or older (More if you would Like)
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Client Ages, Date of Birth
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Current Client goals if you have them (Income, Accumulation, Death Benefit)
MVA Example
CURRENT EXAMPLES
TALOR R.
Been in the program since Late 2020
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Over 1.1M Moved since joining the program out of underperforming policies and low surrenders (American Equity, AIG, Allianz)
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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)
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Roughly: $130,000 in Commission
JOHN S.
Been in the program since Late 2020
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Over 2.3M Moved since joining the program with underperforming policies and low surrenders
(American Equity, Allianz)
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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
