Annuity
Name
Size
Type
1035 Exchanges
64.15 KB
Acrobat
151A Press Kit
4.79 MB
Acrobat
Annuity Insights by Kim O'Brien
0.2 MB
Acrobat
Article by Kim O'Brien Executive Director of NAFA
Compliance Approved Mailer
0.26 MB
Acrobat
Use this compliance approved mailer as a business generator or simply email page 2!
Guaranty Association Limits
0.15 MB
Acrobat
Individual Tax Returns: A Treasure Trove of Sales Ideas
0.19 MB
Acrobat
Lots of Sales Ideas from simply viewing a prospect's tax return!
Letter to Senator Re: Financial Stability Act
20.99 KB
Word
Draft of a letter to US Senators regarding the Financial Stability Act & overturning Rule 151A
Liability Disclaimer
22.02 KB
Word
Liability Disclaimer you can use with every client to record what was discussed or reviewed.
Obama Pushes Annuities article
0.12 MB
Acrobat
Qualifying Carriers for Mexico
16.62 KB
Acrobat
See which carriers help you qualify for our trip to Puerto Vallarta, Mexico
Relationships with CPAs
1.98 MB
Acrobat
Rethinking Retirement Survival Expenses Worksheet
0.54 MB
Acrobat
Part of the Rethinking Retirement Kit available through UMS.
Rule 151A Senate Letter
93.6 KB
Acrobat
Sarah Savealot Case Study
0.49 MB
Acrobat
Case Study for the Freedom Deferred Income Annuity - a very unique product.