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Investors Marketing Services would like to
thank you for your exceptional sales in 2008.
To show our appreciation for outstanding
performance, we have mailed the 2008
incentive packets to our Gold, Silver and
Bronze producers. Incentives include CE
credit vouchers, marketing dollars and the
Sell! kit. For more information on the
qualifications of the Gold, Silver and Bronze
levels, contact your sales coach.
Industry News
Stimulus bill passed
Tuesday, February 17th, President Barack
Obama signed a $787 billion stimulus bill in
Denver, Colorado. The overall package is
estimated to be 35 percent tax cuts and 65
percent spending. The stimulus bill is part
of a three-pronged effort by the Obama
administration to seize the economic
downturn. The package focuses on working
class tax cuts, assistance for the unemployed
and poor, infrastructure spending and
alternative energy research.
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There is no question that
Americans are concerned about protecting
their assets. A fixed annuity is a great
solution in this economy.
Call your
sales coach to learn how we can
help! |
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A great sales opportunity is
to have your clients transfer money that they
would have taken as RMD's into a fixed
annuity. |
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New at Investors Marketing Services
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Webinar
Wednesdays are here!
Attend our educational webinars to gain
industry knowledge, sales ideas and learn how
to utilize the tools and services we provide
to maximize your business!
Attend 3 Webinars and get a $25
Gift Card.
Upcoming Webinars:
- Wednesdays, March 11,
2009
3:00 pm - 4:00 pm (Time Zone: US/EST)
Presenter: Gil Dudrow
Company: ANICO
Help you and your clients sleep at
night in today's crazy market by using ANICO
fixed annuities
Wednesdays, March 25,
2009
3:00 pm - 4:00 pm (Time Zone: US/EST)
Presenter: Wendy Kopischke, Field
Marketing Consultant
Company: American General
View our virtual
online calendar for a complete list of
upcoming webinars and for simple log-in
instructions.
All for
Free
Boost
your business and intensify your prospecting
with our FREE Sell!
Kit.
Sign on as a new agent with Investors
Marketing Services for this limited time
offer. We appreciate and value our
representatives and offer them the highest
level of support, products, seminars and
advertising. At Investors Marketing Services,
we are more than financial products - we are
solutions.
If you are a current agent with Investors
Marketing Services and qualify for one of
our top agent levels (Bronze, Silver or Gold)
you will receive the Sell! kit in 2009.
Sell! Kit
includes:
- Up to 600 piece full color 4x6 client
postcards.*
- Up to 600 premium lead labels - ultimate lead
generator!*
- Sales ideas booklet.
- Sales & marketing letters on CD.
- Your own personal sales coach.
*New agents to Investors
Marketing Services will receive 100 leads per
company they license with, limited to 6
companies. The following companies qualify:
Allianz, American General, ING, Old Mutual,
Sunlife and
RSL.
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Educational Symposium
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We at Investors Marketing Services value
our relationship with you and wants to thank
you for a successful 2008. We have announced
the qualifiers for our 2008 Educational
Symposium at Playacar Place, Playa del
Carmen, Mexico.
Stay tuned for information for
2009…
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Sales Idea
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Find Sales in your Client's
Form 1040
See how Tax Season can benefit
you!!
Schedule an annual review with prospects
and existing clients to evaluate their Tax
Form 1040 and uncover hidden sales
opportunities.
Such as:
- Line 8a: Taxable interest
- Line 9a, and 13: Ordinary dividends &
capital gains
- Sales Opportunity = Is
this money that may be better in a tax
deferred vehicle such as a fixed annuity or
UL life insurance?
- Line 28: Self-employed SEP, SIMPLE and
qualified plans
- Line 32: IRA deductions
- Sales Opportunity = Are
retirement contributions being maximized?
Could your client benefit from additional
retirement saving strategies such as fixed
annuities or UL life insurance?
- Line 61: Total Tax
- Sales Opportunity = Your
clients may be able to lower their total tax
consequences by reducing their taxable wage
base and taxable earnings by utilizing
vehicles such as company sponsored retirement
plans, fixed annuities, cash value life
insurance and Charitable Remainder Trusts.
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Monthly Pick
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Short term MYGA
Allianz Dominator Select Annuity
Are you looking for a short term
Multi-Year-Guarantee place for your clients
to put their money until the economy
stabilizes? The Allianz
Dominator Select Annuity may be just
what you are looking for!
Features include:
- 3 year vanishing surrender charge
- 1, 2, or 3 year rate guarantee
- Issue ages 0-85
- Minimum premium $2,000 Q and $5,000 NQ
- 10% of premium paid available each
contract year, available immediately
- Commission up to 1.25%
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Company Updates
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ING
Where will retirement take your
clients?
Help them to map out their future with the ING
Secure Index Opportunities Plus.
Features Include:
- 5% Premium Bonus
- 3 indexed crediting methods + a fixed
interest account
- 10 year surrender charge
- 10% free withdrawal per year
- 8% commission
- Income benefit option to provide income
for life
More from ING:
Allianz
The Allianz
MasterDex X Annuity may be just the tool
you need to "X-tend" your client's retirement
portfolio.
Offer your clients the power of 10 –
10 – 10 – 8 – 10
- 10% bonus on premiums received in the
1st 3 contract years!
- 10 Year Vanishing Surrender charge!
Access to the full contract value, including
bonus as a lump sum – after 10 years!
- 10% Free Withdrawal per year of your
premium paid!
- 8% Commission!
- 10% "roll up" income benefit with the
Allianz
Simple Income Rider, designed for people
looking for steady, predictable income.
The Masterdex X has great growth
opportunities with 3 index Crediting methods,
and 5 Allocation Options. It also provides
your clients with full accumulation value
upon death.
More from Allianz:
Old Mutual Financial
Network
OM Safety Index 7
The Old
Mutual Safety Index 7 offers your
clients high guarantees plus upside
potential, a choice of 5 crediting options
and flexibility.
Features Include:
- 7 year vanishing surrender charge
- 3% guarantee on 100% of premium
- 4 index crediting options + a fixed
account
- 10% free withdrawal per year
- 6% commission
More from OMFN:
Sunlife
The SunLife
Keyport Index Multipoint gives you and
your clients numerous options and flexibility
required in these unpredictable times. Take
advantage of the proven rolling monthly
average indexed crediting method, while
having access to the premium. Leaving $4,000
in the account, the remaining premium can be
withdrawn with no penalty (you may loose the
unvested index credits).
Additional Features Include:
- Choice of 1, 5, 7, or 10 yr terms
- Rolling monthly average index
crediting method with annual high water
mark
- $10k minimum premium
- Up to 10% commission
More from Sunlife:
American General
AIG
Horizon Plus 2004
With all of the uncertainties in life,
don't you want a Guarantee?
Give your clients a 11.11% tax
equivalent yield (using a 28% tax
bracket).
The AIG Horizon Plus 2004
features:
- 10% 1st year rate
- 4% rate yrs 2-6
- 10 year surrender charge
- 6 year rate guarantee
- 10% free withdrawal per year
- $5k Minimum premium
- 6% commission
More from American General:
Reliance Standard Life
Protect your clients' future with the
annuity “Harness” for Safety
Conscious Clients.
The
Apollo-MVA offers:
- 7 year surrender charge
- 10% immediate free withdrawal,
cumulative to 30%
- 3% minimum guaranteed interest rate
- 4% Annuitization Bonus
- 6% 1st year rate
- 4% base rate
- 6% commission
More from Reliance Standard Life:
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Insurance Desk
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New
Product!
Help your clients reach their goals with
Nationwide's new product that offers
competitive cash value growth and benefits
your clients can use during their lifetime.
A unique feature is the income tax-free
wealth transfer for beneficiaries. For
product information and features, call
866-863-2841 or click
here.
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Tired of being treated like a number?
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At Essex Securities you will get the
personal attention and support you deserve.
Our sales and marketing department consists
of fully licensed professionals who assist
with insightful investment decisions for you
and your clients.
We provide our registered representatives
with access to a full array of advisory
programs, variable products, mutual funds and
insurance products. Offering you:
- One of the highest payouts in the
industry
- Cutting edge products
- Seamless transition
- No proprietary products to sell
- Trails for life program
- Transitions to fee based products
- One–on–one support from
individuals who care
Become part of the team, call today!
(800) 377-7964
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