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Entries for October 2010

IRA Inc. - 10 Questions Every Successful IRA Specialist Must Answer

IRA Inc.
10 Questions Every Successful IRA Specialist Must Answer

Why does a select group of advisors have IRA cases that average 240% larger?
What are they doing differently to attract more IRA clients?

Our IRA Inc. Summer Webinar Series is answering these questions and more...

After you’ve attended our fast-paced, 45-minute webinar, you’ll walk away with specific tools and insights that will position you for greater IRA-selling success!
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IRA Inc. Advisor / Annexus Training Experience

IRA Inc.


Thursday
June 16, 2011


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.

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


Friday
June 17, 2011

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, June 17th, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, June 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 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 Inc. Advisor / Annexus Training Experience
Date: Thursday & Friday, Jun 16 &17, 2011
Time: Thurs.: 1:00 PM - 5:00 PM, Fri.: 8:00 AM - 5:00PM
A TAG code from your marketing organization is required to register.
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IRA Inc's™ - Implementing Big Ticket IRA Rollovers

IRA Inc.
Top advisors are using IRA planning, one of the most powerful client management tools, to target and reach out to more affluent clients that could benefit from their services. Spend 45 minutes with us to learn:

-- How you can identify and make yourself more available to affluent clients who need you
-- How to address affluent clients' concerns about preserving and transferring IRA wealth
-- Specific RMD charitable planning solutions for affluent clients
-- About important changes in IRA planning (as well as what's staying the same)
-- How to uncover new IRA marketing opportunities

After you've attended our fast-paced, 45-minute webinar, you'll walk away with specific tools and insights that will position you for greater IRA-selling success!
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IRA Inc. Specialist Training

IRA Inc.



Fact: Most advisors don’t have a strategy for capturing their fair share of the $345 billion IRA rollover market this year.*
Fact: You could double your sales if you get fully engaged and “specialize” in helping IRA rollover prospects.*

Learn the sales concepts used by the ‘best of the best’ to sell billions in IRAs.

Space is limited so reserve your space today by registering now.

*Cogent Research March 2011

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IRA Inc. Advisor / Annexus Training Experience

IRA Inc.


Thursday
May 5, 2011


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.

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


Friday
May 6, 2011

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, May 6th, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, May 6th, 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 Inc. Advisor / Annexus Training Experience
Date: Thursday & Friday, May 5 & 6, 2011
Time: Thurs.: 1:00 PM - 5:00 PM, Fri.: 8:00 AM - 5:00PM
A TAG code from your marketing organization is required to register.
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IRA Inc. Advisor Training / Annexus Training Experience

IRA Inc.


Thursday
April 14, 2011


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.

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


Friday
April 15, 2011

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, April 15th, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, April 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 Inc. Advisor / Annexus Training Experience
Date: Thursday & Friday, Apr 14 & 15, 2011
Time: Thurs.: 1:00 PM - 5:00 PM, Fri.: 8:00 AM - 5:00PM
A TAG code from your marketing organization is required to register.
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Turning New Tax Law Changes into IRA Sales

IRA Inc.

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IRA Inc. Advisor / Annexus Training Experience

IRA Inc.

Thursday
February 10, 2011


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.

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


Friday
February 11, 2011

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, February 11th, we will show you how.

The industry calls Annexus ‘the most powerful distribution network in the country’. Friday, February 11th, 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 Inc. Advisor / Annexus Training Experience
Date: Thursday & Friday, Feb 10 & 11, 2011
Time: Thurs.: 1:00 PM - 5:00 PM, Fri.: 8:00 AM - 5:00PM
A TAG code from your marketing organization is required to register.
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Nine Mistakes That Can COST YOU and YOUR CLIENTS in the New Year

IRA Inc.

 

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

IRA Inc.

Thursday
December 2, 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
December 3, 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, December 3rd, we will show you how.

The industry calls Annexus 'the most powerful distribution network in the country'. Friday, December 3rd, 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
December 4, 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, December 2-4, 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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