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Webinar: INDEXTRA! 4 Index Products, 4 Index Sales Ideas

August 4 @ 10:00 am - 10:30 am UTC-8

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Join EquiTrust for tips on helping your clients retire successfully.
Topics include Roth conversions, wealth transfer and more!
This discussion will cover the following products and concepts:
  • MarketPower – Comparing a bonus FIA to a non-bonus FIA.
  • Case study of utilizing the MarketPower and MarketValue to help a client pay taxes on a Roth IRA conversion without having to dip into their own pocket.
  • MarketTen – How it is a great FIA for a typical Bank CD client.
  • “Drop The Rope” – Helping an advisor overcome the number one objection a client has with annuities… surrender charges.
  • WealthMax Bonus Life SPL – Case study using this product as an annuity alternative and showing the benefits of the living benefit rider.

On Tuesday, August 4, at 10.00 AM PST – use the information below to join the meeting:

Meeting URL
https://bluejeans.com/9492257125?src=join_info

Meeting ID
949 225 712 5

Want to dial in from a phone?

Dial one of the following numbers:
+1.408.419.1715 (United States(San Jose))
+1.408.915.6290 (United States(San Jose))
(see all numbers – https://www.bluejeans.com/numbers)

Enter the meeting ID and passcode followed by #

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Details

Date:
August 4
Time:
10:00 am - 10:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

CPS Annuities Team
Phone:
(949) 863-0700 Ext. 266
Email:
annuitysales@cpsinsurance.com
Website:
www.cpsinsurance.com