Top Sales Ideas and Strategies
We hope everyone enjoyed the holidays and we are excited to start a new year! To start 2021 off right, we wanted to share with you our top ideas/strategies.
- Accumulation: Opti Blend 5 or 10, our S&P DRC & Fidelity strategy are very popular! Don’t forget we accept beneficiary cases, plus we allow for full or partial Roth conversions.
- SPIA & DIA: Not only are our rates competitive, but we allow for QLAC’s & our DIA is flexible premium.
- Ease of business: Our Digital Resource Guide (Run illustrations & top marketing material), E-Applications & E-Delivery available for the virtual world!