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Training Videos

A.R.C. Annuities 101

A.R.C. Why We Sell FIAs

A.R.C. 7 Benefits of an FIA

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Information

Agent First Name

Agent Last Name

Agent Email

Agent Phone

Client Name:

Age:

Gender

State:

Proposed Annuity Amount (Min: $5,000):

Spouse Name:

Spouse Age:

Where is the money coming from:

Do you want RMD's shown on the illustration?

YESNO

Is this account coming from an active employment sponsored plan?YESNO

Please have your client consult his/her HR department to see if this money is eligible for rollover. Typically you cannot move active retirement accounts.

Please select the following statement that best describes your clients primary goal:

Currently taking money from this account? If so, how much?

If not taking money, at what age does the client anticipate taking withdrawls?

Additional Comments:

Attachment 1:

Attachment 2:

Attachment 3:

Release of Information Acknowledgement/Agreement

My client has authorized me to share their private information, including but not limited to, their Date of Birth, personal account information and account statement to the Integrity Marketing Group, LLC and Insurance carriers only as deemed necessary. This information will solely be used for the purpose of advising on a product for the client and will NOT be sold to or shared with any 3rd parties for the use of leads or other marketing purposes.

Your request has been submitted for review. You will receive a response within 48 hours. Please check your spam folder for responses.

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New Quad Fold – 2020

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Get Your Annuity Badge!

Download Financial Inventory

Order Custom Brochures

Ask a Specialist

Application Review

Paper Application

Create FREE Leads!

Training Videos

A.R.C. Annuities 101

A.R.C. Why We Sell FIAs

A.R.C. 7 Benefits of an FIA

A.R.C. Annuity In-home Illustrations

A.R.C. Where Will the Market Go?

A.R.C. Annuity Buyer's Mindset - Overcoming Objections

A.R.C. Problem Solver Series Episode 1

A.R.C. Problem Solver Series Episode 2

A.R.C. Problem Solver Series Episode 3

A.R.C. Problem Solver Series Episode 4

What an Annuity IS and what it ISN'T

The Annuity Story

Flip of a coin to Visualize the FIA

Don't use Averages, Use Probability to understand Longevity Risks

Average Returns in Stocks vs Sequence of Returns in Retirement

Introduction to 7 ways to Retire Happy

7 Ways to Retire Happy - Way #1 Have a Plan

7 Ways to Retire Happy - Way #2 Maximize SS Benefits

7 Ways to Retire Happy - Way #3 Consider a hybrid Retirement

7 Ways to Retire Happy - Way #4 Protect your Savings from Inflation

7 Ways to Retire Happy - Way #5 Lifetime Income

7 Ways to Retire Happy - Way #6 Plan for Longterm Medical Costs

7 Ways to Retire Happy - Way #7 Use your home equity wisely

Ask a Specialist

Information

Release of Information Acknowledgement/Agreement

Order Custom Brochures

New Quad Fold – 2020

Fill in your custom brochure information below:

Application Review

Create FREE
Digital Leads

Create FREE
Mailout Leads

Get Your Annuity Badge!

Download Financial Inventory

Order Custom Brochures

Ask a Specialist

Application Review

Paper Application

Create FREE Leads!

Training Videos

A.R.C. Annuities 101

A.R.C. Why We Sell FIAs

A.R.C. 7 Benefits of an FIA

A.R.C. Annuity In-home Illustrations

A.R.C. Where Will the Market Go?

A.R.C. Annuity Buyer's Mindset - Overcoming Objections

A.R.C. Problem Solver Series Episode 1

A.R.C. Problem Solver Series Episode 2

A.R.C. Problem Solver Series Episode 3

A.R.C. Problem Solver Series Episode 4

What an Annuity IS and what it ISN'T

The Annuity Story

Flip of a coin to Visualize the FIA

Don't use Averages, Use Probability to understand Longevity Risks

Average Returns in Stocks vs Sequence of Returns in Retirement

Introduction to 7 ways to Retire Happy

7 Ways to Retire Happy - Way #1 Have a Plan

7 Ways to Retire Happy - Way #2 Maximize SS Benefits

7 Ways to Retire Happy - Way #3 Consider a hybrid Retirement

7 Ways to Retire Happy - Way #4 Protect your Savings from Inflation

7 Ways to Retire Happy - Way #5 Lifetime Income

7 Ways to Retire Happy - Way #6 Plan for Longterm Medical Costs

7 Ways to Retire Happy - Way #7 Use your home equity wisely

Ask a Specialist

Information

Release of Information Acknowledgement/Agreement

Order Custom Brochures

New Quad Fold – 2020

Fill in your custom brochure information below:

Application Review

Create FREE Digital Leads

Create FREE Mailout Leads

Create FREE
Digital Leads

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