Over the years, AFS has developed a shelf full of sales concepts that
complement their product line. Most of these programs have been prepared
so that they can be viewed in slide presentation or flip chart format
and individualized to your practice.
Feel free to view these samples. The entire presentation
is available only to our top producers, for more information call
(800) 326-9019. If you would like to learn how to become
a platinum member, click here
to apply or if you are already a platinum member, click here
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Lessons for Selling EIAs from Enron, Worldcom and Xerox Collapses
Using EIAs to give clients the security they are looking for in these turbulent times.
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SAMPLE SLIDES
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Play it Smart with Indexed Annuities
There are many "land mines" when it comes to selling this new product. Learn the ins and outs.
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SAMPLE SLIDES
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Protecting Assets from Medicaid Spend-down
Over half of the population over age 65 will need extended nursing care. Many will "spend down" a lifetime's savings, unnecessarily in most cases.
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SAMPLE SLIDES
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Social Security Tax Bomb
FDR promised that Social Security benefits would never be taxable. Today, some retirees pay tax on 85% of those benefits.
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SAMPLE SLIDES
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New Strategies for Long-term Care
Fewer than 10% of consumers have long-term care insurance, even though half will ultimately need it. Correct the misinformation in the minds of consumers and open new markets with this concept.
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SAMPLE SLIDES
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Stretch-out IRAs
It is possible, with good planning, that an IRA can stay intact for several generations.
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SAMPLE SLIDES
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To Roth or Not to Roth
Tax-free income at retirement makes Roth one of the best values among retirement accounts.
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SAMPLE SLIDES
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Reverse Mortgages
Many successful seniors are "house rich" and cash poor. Reverse mortgages can solve that problem.
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SAMPLE SLIDES
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A Municipal Bond Alternative
Many clients have large municipal bond portfolios that will shrink from estate taxes. There are alternatives that can guarantee the same amount of tax-free income and leave more to your client's family.
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SAMPLE SLIDES
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