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To order a lead program information complete the form below. In the “Select A Program(s)” box type in the program from the following list:
- Facebook Annuity Leads
- “Retirement Questions Answered” Seminar
- “Retirement Purse Strings” Seminar
- “Tax-Free Income in Retirement” Seminar
- “Fighting Financial Fraud” Seminar
- “Medicare” Seminar
- “Social Security” Seminar
- CPA Alliance Program
- Client Retention Communications
Annuity Lead Form
Retirement Questions Answered
As Americans live longer and the number of years potentially spent in retirement grows, it is increasingly important for them to understand their retirement income options. To help people in your community better prepare for future financial well-being, this seminar provides answers to common retirement questions.
Retirement Purse Strings Seminar
More than ever, women control their household’s purse strings. However, a recent study found that many women lack long-term financial preparedness and do not feel confident in their ability to reach their long-term retirement goals. This seminar addresses the unique financial challenges women face and provides relevant information to help them become more financially confident.
Tax-Free Income In Retirement Seminar
In retirement, most people do not expect taxes to be one of their highest bills. But a historical study, concluded that taxes are the greatest expense incurred by affluent retirees and many retirees are not savvy about ways to reduce their taxes. This seminar teaches attendees how to potentially increase tax-free income—and their purchasing power—in retirement.
Fighting Financial Fraud Seminar
Financial fraud is a trending topic and a concern for many Americans. Offering this seminar as an informational service to your community will help residents see your company as a financial resource.
CPA ALLIANCE PROGRAM
One of our most successful and longest running programs!
Our dynamic trainer will conduct a 4-hour CPE credit program for CPAs in your area centered on the annuities and life insurance products you offer. Fifty percent of attendees want to meet with the agent and on average 8 to 12 are interested in purchasing a product for themselves. The program is so effective, it could pay for itself with just one sale! We’ll help you fill the seats and hand over the referrals as soon as the course is complete.