Summer '09 Newsletter
TBA Sales Builder designed to help you sell?
0222 Newsletter 
This edition is designed around gaining a better understanding of Wealth Transfer and some areas where you can use it to generate sales.

Sales Ideas in this issue: 

To view the newsletter online, simply click the picture on the right or the link below:


  • Turn-Key Marketing kit on Wealth Transfer
  • Beneficiary Review ideas
  • Stretch IRA Case Study
  • Annuity Max Case Study
  • Who are your clients?
  • CD vs. Linked Benefit
  • ...more


Thank you very much for taking the time to read our Quarterly newsletter and please let me know if there is something you would like to see in future releases.
John Felton
Tennessee Brokerage Agency