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Fixed Index Annuity Review: A Real Client's Annual Statement

6-minute read

When the market is low, it's an excellent opportunity to participate. You have the benefit of capturing all the gains as it comes back up.

And boy, did our agents' clients capture the gains! We've gotten our hands on a client's annual FIA statement, and their interest rate was mind-blowing.

Combined, this client earned a total of 15.26% over the last 12 months. That sure beats a regular fixed annuity, which is right under 3% right now.

By Kirk Sarff

– Announcements –

Next All-Star Training Program Begins April 12, 2021

The next All-Star Training Program class begins April 12, 2021. The 8-week bootcamp helps senior market insurance producers perfect their sales process with 8 different product lines.

The Client Needs Assessment grounds the course – it’s a fact-finder agents will use to uncover needs and present solutions.

“I have an understanding of ancillary product lines, but I never really had a process in place to implement cross-selling. With the Client Needs Assessment, I do. And every module of the course ties back to that Client Needs Assessment," says Brandon Graham, a recent graduate of the program.

SEP Medicare Advantage Marketing Materials Now Available

The New Horizons marketing department has added another round of assets to the Medicare Advantage Marketing Materials library. The flyer, desk display, postcard, and social media images are for use with individuals who may be eligible for a special enrollment period (SEP). Download New Materials

Webinar TODAY: How to Get a Release on Your MA Contracts

If you want to know how to get a release on your Medicare Advantage contracts, this is the webinar for you. Plus, we always take questions, so feel free to bring them with you and ask them in the Q&A box! Save Your Seat

– In Case You Missed It –

Is Brand Recognition Really That Important When Selling Med Supps?

In the Medicare Supplement world, six companies control about 82% of the entire market. The other 18% of the market is what all the other carriers are fighting for.

Read the Rest

Free E-book: Why There's No Better Time to Sell Medicare Advantage Plans

If you’re hesitant to embrace Medicare Advantage – or you want some reassurance that diving in was the right decision – this free e-book is for you.

Download the E-book

– Important Links –

Check out the latest Annuity Rates

Medicare Supplement Rate Changes

Schedule Your 15-Minute Succession Planning Discovery Call

Schedule Your Medicare Advantage Consultation with Steve Spinner

Schedule Your Annuity Consultation with Kirk Sarff

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