Annuities
Deferred Annuities
Some of our most popular traditional fixed annuity plans include:
- 2 yr rates as high as 1.75%
- 3 yr rates as high as 3.30%
- 5 yr rates as high as 4.20%
Please call for product details and to confirm rates as they can change daily.
Income Annuities
Diversification of a retiree's sources of income is now more important than ever. Here are some great reasons to consider on our SPIAs:
- Income Advance - Advances up to a year's income.
- Commutation Feature - Provides control. Future payments can be converted into a lump sum.
- Income For Life riders can be turned on-and-off, and often provide premium bonuses that SPIAs don't.
Contact Adam Frechette at ext. 230 for details to all of your annuity questions and sales support. Please also try our online quote request tool. |
Disability Income
 Join us for our next webinar, Targeting Small Business Owners,Thursday, September 17th, 3 p.m. EDT. Register Now
Principal has upgraded Class 3A-M doctors and all dentists to 4A-M and those previously at 4A-M to 5A-M. Union Central has upgraded surgeons and dentists to 3AP and sales reps that make over $75K have been upgraded to 5A.
MetLife has revised their Issue & Participation limits making it easier to get to $20K per month. The changes begin for those at $70K of income. And, Berkshire has increased their limits 12% for incomes $75K to $500K.
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Sales Tip
 When did you last read Dale Carnegie's How To Win Friends and Influence People? Part two of the book offers six ways to make people like you. Remember, consumers buy from people they like.
- Become genuinely interested in other people.
- Smile.
- Remember that a person's name is to that person the sweetest and most important sound in any language.
- Be a good listener. Encourage other people to talk about themselves.
- Talk in terms of the other person's interests.
- Make the other person feel important - and do it sincerely.
The book is a timeless masterpiece, and includes great examples of each of these tips.
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