Case Studies on How to Grow Your Business
Use these sure-fire tactics to improve your clients’ retirement outcomes & increase your AUM.
Existing VA Held Away?
Client owns a variable annuity that was purchased through another insurance agent? The odds are high that you can save them money and bring the assets under your management.
Retirement Plans Based on Current Market Highs?
Take advantage of current market highs to lock-in clients' retirement income based on the current market while keeping your client invested in equities.
Older Advisor Elite Policy?
Transamerica has introduced a replacement for the Advisors Elite annuity with expenses that are 55% lower. Build client loyalty while saving your client money.
401k Eligible for Rollover?
Create a personal pension for your client. Rollover their 401K account into an IRA under your management to increase client returns while guaranteeing lifetime income.
Tax Free Wealth Transfer at Death?
Keep your clients in high-growth investments, provide for tax-free estate transfer, and allow continued tax-free access to their savings.