Presentation/Process

Oct 3, 2015

  1. jn8691mr
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    jn8691mr Super Genius

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    Where can I find a good FIA in home presentation/process?
     
  2. DHK
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    DHK Guru

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    DHK, Oct 3, 2015
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  3. Cash
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    Cash, Oct 9, 2015
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  4. Justin Bilyj
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    Justin Bilyj Guru

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    I would recommend Doug Warrens annuity software, presentation is included. I know of agent on here using it successfully.
     
  5. jn8691mr
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    jn8691mr Super Genius

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    Thank you for your input. I'm looking into this now.
     
  6. Ed Demetreshon
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    Ed Demetreshon New Member

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    Hey DHK......"I want answers" LOL

    Do you still use Torrid Technologies Retirement Software?

    How did you gets leads when you first started out?

    Thanks for insurance pro shop
     
  7. jasperjohns
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    jasperjohns Super Genius

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    The revolution has a process and presentation but they are basically a captive FMO and difficult to deal with.
     
  8. Newby
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    Newby Guru

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    I've used this video very successfully to explain the basics on annuity appointments. Then just fact finding and conversation. It's compliant and works very well.

     
    Newby, May 28, 2019
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  9. DHK
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    DHK Guru

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    I do... and I don't like it. If they don't have enough assets, it can just be depressing. I would only use it on a 2nd appointment, not on a first appointment - just for that reason.

    I think the software works BEST when you can do a "Buy income and invest the difference" kind of scenario. This way you still have projected assets that can "make up" the difference in the future due to increasing inflationary retirement income needs.



    However, if you incorporate a "go-go", "slow-go", and "no-go" years into the income needs, it can "even it out" the income needs in the retirement income picture. And yes, by clearing out the assumed income needs to zero... and inputting the needs as "special expenses" and adjusted for inflation in those line items.

     
    DHK, May 29, 2019
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  10. Ed Demetreshon
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    Ed Demetreshon New Member

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    DHK,,,,thanks for making my head hurt, LOL!
     
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