Friday, September 23, 2011

What can you offer clients now in these volatile times?

If you have not yet noticed the daily emails you have been receiving since the beginning of August, please take note. With all of the uncertainty about the economy right now, carriers will be making changes. Rates, income riders, bonuses, all are subject to change and I want to make sure you have the most up to date information!




Every pending change we are aware of is emailed to you daily plus posted on our website (http://www.gradientfg.com/). This is a great source for updates. You may be thinking things look dismal and finding annuity business will be harder than ever. Think again.



August is typically a slower month for annuity sales...HOWEVER... we will break our all time record this month. Sales are happening now more than ever. Keep in mind that low caps and rates on index products are all relative. Most people would rather limit earning potential than subject themselves to wild swings in the market.



Now is the time to reach out to clients and prospects with fresh ideas. For example, have you looked at the new options out there...



1) New strategy offers opportunity for earning potential when current interest rates are low!



2)Gold strategy offers diversification



3)Lock in 10% bonuses for deposits for the next 7 years...regardless of future product changes



4)Protect your clients from future cap decreases and lock in where they are NOW.



Do you know how? If you aren't sure...call me. I can help.