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Entries for January 2010

Last Chance 2010: Five Powerful Year-end IRA Planning Solutions

IRA Inc.


Make yourself a hero!   Permanently establish your role as your client’s trusted agent/advisor.

Keeping up with the many financial and legislative changes impacting your clients has been a challenge this year. But by conducting your ‘Year-end Client Reviews,’ you can finish the year with stronger client relationships and more referrals for 2011!

For years, select top agents/advisors have used the ‘Year-end Client Review’ to drive sales and develop client loyalty. Now you can get the tools and insights you need to leverage ‘The Review’ and expand your business.

In this fast-paced, 45-minute training webinar, you will learn planning solutions that will address the potential impact of the following changes on your clients’ IRA:

 

  • Expiring Bush tax cuts
  • Roth conversion & re-characterization changes
  • Beneficiary and stretch IRA changes

And so much more...

Title: Last Chance 2010: Five Powerful Year-end IRA Planning Solutions
Date: Thursday, Nov. 11, 2010
Time: 3:30 PM - 4:30PM (Central Standard Time)

Click here for registration details. A TAG code from your marketing organization is required to register.   

 

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IRA Inc. Advisor (Tier I) / Annexus Training Experience

IRA Inc.
 

Thursday
October 14, 2010

Drive it Home
with IRA Inc.™ Advisor

Close More Cases.

After completing the IRA Inc.™ training, you will not only know the planning opportunities, but also how to close these cases and prospect for IRA rollover business in your community.

Save Your Clients!
Tax rates are rising again! Congress is changing IRA rules. And financial markets are causing havoc with retirement plans. Clients are suffering. Don’t lose the one client because you aren’t up to speed and capture more clients with these ‘game changing’ sales solutions.

Differentiate Yourself.
Rex Voegtlin, the IRA Inc.™ Coach, is not only a top advisor, but has successfully trained thousands of financial advisors in planning concepts and how to use them in their business. He will share these secrets and how he personally doubled his business.

Click Here for more information on the Advisor including testimonials and a detailed outline.

Friday
October 15, 2010

Grow Your Business
Annexus Training

Last year, a few hundred Annexus advisors sold enough annuity premium to be the 5th largest US Life Insurance Company! Friday, October 15th, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, October 15th, we will show you why.

You will learn about:

Annexus Innovation is the Difference
Annexus Advisors attract more affluent clients.

Richard Kado
As the inventor of indexed annuities, he will teach you what the New World in annuities looks like and how to sell.

Income Advantages
Annexus Advisors close more income planning sales using these sales strategies. Learn how.

So come to Phoenix for a vacation and learn from the ‘best of the best’.

If you qualify, it is on us!  Contact your Annexus Marketing Partner today to find out if you are qualified to attend.

 

 

 

 

 

Title: IRA Advisor (Tier I) / Annexus Training Event (ATE)
Date: Thursday & Friday, October 14-15, 2010
Time: Thurs: 1:00 PM - 5:00 PM CDT, Fri: 8:00 AM - 5:00PM
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Webinar IX: Secure Solutions for your IRA Assets

IRA Inc.
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IRA Inc. Advisor (Tier I) / Annexus Training Experience / IRA Inc. Specialist (Tier II)

IRA Inc.

Thursday
September 16, 2010

Drive it Home
with IRA Inc.™ Advisor

Close More Cases.
After completing the IRA Inc.™ training, you will not only know the planning opportunities, but also how to close these cases and prospect for IRA rollover business in your community.

Save Your Clients!
Tax rates are rising again! Congress is changing IRA rules. And financial markets are causing havoc with retirement plans. Clients are suffering. Don't lose the one client because you aren't up to speed and capture more clients with these 'game changing' sales solutions.

Differentiate Yourself.
Rex Voegtlin, the IRA Inc.™ Coach, is not only a top advisor, but has successfully trained thousands of financial advisors in planning concepts and how to use them in their business. He will share these secrets and how he personally doubled his business.

Click here for more information on the Advisor including testimonials and a detailed outline.

Friday
September 17, 2010

Grow Your Business
Annexus Training

Last year, a few hundred Annexus advisors sold enough annuity premium to be the 5th largest US Life Insurance Company! Friday, July 17th, we will show you how.

The industry calls Annexus 'the most powerful distribution network in the country'. Friday, July 17th, we will show you why.

You will learn about:

Annexus Innovation is the Difference
Annexus Advisors attract more affluent clients.

Richard Kado
As the inventor of indexed annuities, he will teach you what the New World in annuities looks like and how to sell.

Income Advantages
Annexus Advisors close more income planning sales using these sales strategies. Learn how.

So come to Scottsdale for a vacation and learn from the "best of the best."

If you qualify, it is on us! Contact your Annexus Marketing Partner today to find out if you are qualified to attend.

Saturday
September 18, 2010

Elevate to the Next Level
with IRA Inc.™ Specialist

You asked for it, the next level of the IRA Inc.™ training program.
Advisors attending Specialist training generated over $150 million in annuity sales!

Not for IRA Nerds!
From Roth to rollovers, from 72t to RMD; this training will give you the sales solutions and the technical tools to succeed if you invest in our IRA Specialist Training Experience.

A select group of agents and advisors have figured out how to position themselves to capture more of this trillion dollar stream of 'money-in-motion' by using these IRA solutions.

Get this powerful insider information on September 18th in Scottsdale, Arizona.

Additional Fee: $695 (compared to other programs at twice the cost.)

Value: Priceless

No material is repeated. The Specialist picks up where the Advisor leaves off.

Click here for more information on the Specialist including testimonials and a detailed outline.

Title: IRA Advisor (Tier I) / Annexus Training Event (ATE) / IRA Specialist (Tier II)
Date: Thursday - Saturday, September 16-18, 2010
Time: Thurs: 1:00 PM - 5:00 PM CDT, Fri: 8:00 AM - 5:00 PM, Sat: 8:00 AM - 5:00 PM
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IRA Inc. Advisor (Tier I) / Annexus Training Experience

IRA Inc.

Thursday
July 22, 2010

Drive it Home
with IRA Inc.™ Advisor

Close More Cases.

After completing the IRA Inc.™ training, you will not only know the planning opportunities, but also how to close these cases and prospect for IRA rollover business in your community.

Save Your Clients!
Tax rates are rising again! Congress is changing IRA rules. And financial markets are causing havoc with retirement plans. Clients are suffering. Don’t lose the one client because you aren’t up to speed and capture more clients with these ‘game changing’ sales solutions.

Differentiate Yourself.
Rex Voegtlin, the IRA Inc.™ Coach, is not only a top advisor, but has successfully trained thousands of financial advisors in planning concepts and how to use them in their business. He will share these secrets and how he personally doubled his business.

Click Here for more information on the Advisor including testimonials and a detailed outline.

Friday
July 23, 2010

Grow Your Business
Annexus Training

Last year, a few hundred Annexus advisors sold enough annuity premium to be the 5th largest US Life Insurance Company! Friday, July 23rd, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, July 23rd, we will show you why.

You will learn about:

Annexus Innovation is the Difference
Annexus Advisors attract more affluent clients.

Richard Kado
As the inventor of indexed annuities, he will teach you what the New World in annuities looks like and how to sell.

Income Advantages
Annexus Advisors close more income planning sales using these sales strategies. Learn how.

So come to Phoenix for a vacation and learn from the ‘best of the best’.

If you qualify, it is on us!  Contact your Annexus Marketing Partner today to find out if you are qualified to attend.

 

 

 

 

 

 

 

 

Title: IRA Advisor (Tier I) / Annexus Training Event (ATE)
Date: Thursday & Friday, July 22-23, 2010
Time: Thurs: 1:00 PM - 5:00 PM CDT, Fri: 8:00 AM - 5:00PM
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Big Ticket IRA Transfers and Rollover Solutions

IRA Inc.
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IRA Inc. Advisor (Tier I) / Annexus Training Experience

IRA Inc.

Title: IRA Advisor (Tier I) / Annexus Training Event (ATE)
Date: Thursday & Friday, June 24-25, 2010
Time: Thurs: 1:00 PM - 5:00 PM CDT, Fri: 8:00 AM - 5:00PM
Click here for details. A TAG code from your marketing organization is required to register. 
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IRA Inc. Advisor (Tier I) / Annexus Training Experience

IRA Inc.

Title: IRA Advisor (Tier I) / Annexus Training Event (ATE)
Date: Thursday & Friday, June 10-11, 2010
Time: Thurs: 1:00 PM - 5:00 PM CDT, Fri: 8:00 AM - 5:00PM
Click here for details. A TAG code from your marketing organization is required to register.   
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IRA Inc. Specialist (Tier II) / Annexus Training Experience

IRA Inc.
  
Title: Annexus Training Experience / IRA Specialist (Tier II)
Date: Friday & Saturday, May 14 & 15, 2010
Time: Fri: 9:00 AM - 5:00 PM, Sat: 8:00 AM - 5:00PM
Click here for details. A TAG code from your marketing organization is required to register.
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IRA Advisor (Tier I) / Annexus Training Experience

IRA Inc.

 

Title: IRA Advisor (Tier I) & Annexus Training Experience
Date: Thursday & Friday, May 13 & 14, 2010
Time: Thurs: 1:00 PM - 5:00 PM, Sat: 9:00 AM - 5:00PM
Click here for details. A TAG code from your marketing organization is required to register.

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