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America has a Problem…

America has a Problem…. PPT-1103. And We Have the Solution!. What’s The Problem?. Most Seniors Want to Leave a Legacy Many Savings Products are Underperforming Many Investment Products are Losing Money Tax Deferred Products Will Be Taxed!. Why Act Now!. Once in a Generation Opportunity

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America has a Problem…

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  1. America has a Problem… PPT-1103

  2. And We Have the Solution!

  3. What’s The Problem? • Most Seniors Want to Leave a Legacy • Many Savings Products are Underperforming • Many Investment Products are Losing Money • Tax Deferred Products Will Be Taxed!

  4. Why Act Now! • Once in a Generation Opportunity • You Already Have Prospects! • Better Paying Product • And if you Don’t….

  5. The Next 20 Years • $1 to $3 Trillion Dollars will Transfer! • How much of that will be yours?

  6. Is this Life Insurance? • Today’s Wealth Transfer Vehicle • Modified Endowment Contract • Taxes Spread Over 5 or 10 Years, • Creating a Death Benefit that’s… • TAX FREE TO HEIRS!

  7. Instant Approval Underwriting • Guaranteed Death Benefit • Possible Cash Value Growth through Indexing • Possible Death Benefit Growth through Indexing • Tax Deferral • Ward’s Top 50, A Rated Carrier • Double Digit Commission

  8. So What’s Been the Hold Up?

  9. You Now Have the Solution!

  10. Lifetime Returns Solutions • The Leveraging of Single Premium • The Tax Deferral of 5 or 10 Pay • Point of Sale Underwriting • For Non-Qualified and Qualified Funds!!!

  11. How Does Solutions Work? Single Premium Immediate Life Annuity Annuity Funded Life Insurance

  12. Comparing SolutionsFemale Age 75 Non-Tobacco Current Qualified AnnuityLifetime Returns Solutions Death Benefit Death Benefit $100,000 $100,000 Taxable Taxes Already Paid Net to Heirs Net to Heirs $75,000 $100,000

  13. Lifetime Returns Solutions • Ages 45-85 • $25,000 Minimum Face • 5 Pay or 10 Pay • GUARANTEED DEATH BENEFIT • Fixed and Indexed Linked Interest • Flexible Liquidity • Instant Approval Underwriting

  14. The Perfect Plan…. • Has 70% Participation - NO Asset FEE! • Has 3.5% Monthly Point to Point Cap • Has 8.25% Annual Point to Point Cap • Current First Year Fixed Rate of 4.25% • And Pays You a Great Commission!

  15. The Perfect Process • Point of Sale Underwriting: Instant Approval • Evening Hours • MIB and Prescription Drug Check • It’s As Easy as Making a Call!

  16. You Have the Solution! • Request a Kit • Call Your Clients: Annual Review • Get a Quote • Call ESP for U/W Approval • Close a Case!

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