Annuities
It's a Fire-Sale! The last A.M. Best rated "Excellent" annuity carrier with a 3% guarantee has announced they will be lowering that guarantee in the near future. Sell it now...time is running out!
- 6 year surrender charge...true 6-and-out
- 3% guarantee
- Annually declared rate. Current rate of 3% has potential of going higher on anniversary dates
- 3% commission through age 80. 1% ages 81 - 90
- Nursing Home rider and 10% annual penalty free withdrawals
Call Jeff at ext. 225 or Julie at ext. 233 for information and quotes. |
Disability Income
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 Sales Tip 
With a Special Needs Trust, a family can guarantee that their loved one with a disability will enjoy a comfortable lifestyle, while preserving governmental program eligibility.
- View the Consumer Presentations tab on our website
- Includes six generic PDF, PowerPoint and Video presentations you can share with the family of a special needs individual
- Let us put you in touch with the Special Needs Planning Department at Transamerica. You can be a Special Needs Trust expert!
Coordination between private and public funding is absolutely necessary in providing an ongoing comfortable lifestyle for a special needs family member. You can help families achieve these vital goals.
Don't know any families with a special needs individual? Your centers of influence probably do, and they can probably introduce you to the Directors of special needs associations. And, by becoming a Special Needs Trust expert your fellow agents will pull you in to help with their special needs families.
Call Jeff at ext. 225 to talk more about Special Needs Trusts. |
