CUSTOM ANNUITY POLICY REVIEW Your clients may own assets that are underperforming, overly volatile or designed for a need they no longer have. There is no time like the present for your clients to revisit past decisions to improve their retirement!
NNUITY REVIEW
The Custom Annuity Policy Review sales system is designed to address the needs of variable annuity policy owners. Best of all, this is a simple system for you to implement and execute. Submit the statements from your clients’ variable annuities, and we will do the rest! The Custom Annuity Policy
THE CUSTOM ANNUITY POLICY REVIEW INCLUDES: • Proprietary Illustration Software and Reports
costs associated with variable annuities and
• Client Presentation with Complete Script
how these fees and loads can impact your
• Consumer Brochure
Review sales system clearly illustrates the
clients’ retirements.
• Prospecting Letters and Postcards
“
We frequently review assets that people have purchased in the past. Some Gradient Insurance Brokerage
of these products are extremely complicated. The Custom Annuity Policy Review allows us to explain the ben-
Gradient Home Mortgage
efits and costs of owning a variable annuity in a simple manner. Providing education like this has helped us gain new clients.
“
- MIKE M.
Annuity
Gradient Tax
Gradient Positioning Systems Gradient Investments
Gradient Securities Gradient Advisors
REGISTRAR
GRADIENT
I NS U RANCE B ROK E RAGE , I NC.
800.407.4137 | www.gradientib.com
Life
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