Monday Minute – July 1, 2024
“Your Customer List is Your Best Asset” White Paper
Our mission is to help you build, scale, and profit from your business by providing the knowledge to move you forward faster. Our latest white paper, titled “Your Customer List is Your Best Asset” does just that. It reveals the three key steps to maximizing your customer base. Plus, it introduces our value engineering process, offering access to top-tier teams, technology, and customer acquisition programs.
Contact your ADC today to get your copy and start learning and growing right away.
New Product Opportunity in California
Don’t miss out on the Retirement Refinance opportunity, which is positively impacting lives of annuity owners everywhere. For example, California annuity holders now have access to potentially higher guaranteed participation rates on index annuities with a new product available up to age 93.
Reach out to your Advisor Development Consultant for more details to see if your client would be a good fit.
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.