Sales Tools - Resources

January 03, 2023

On this site you can do research into any tax issues your client may have.  As always, you need to inform your clients/prospects that you are not a tax expert and that they should also seek out the advice of a Tax Professional.  This site will give you basic research.

February 23, 2023

On this site you can get basic Social Security information and also assist your client's with creating an account so they can get their benefit estimates.

May 28, 2023

This site will give you unbiased opinions about the index annuity industry.  You can read product reviews, get current rates, and even get questions answered.

January 01, 2020

This website has an enormous amount of information concerning annuities and the usage of annuities.  You can find references to financial terms and strategies.  You can get market updates that will effect you decision making process on indexed products, and you can even run simulations.

January 01, 2020

This is a great non-bias educational website all about indexed annuities.