Services

 

 We provide compliance and suitability training. By attending the virtual training programs you will be educated on an index and fixed annuities along with Savings Based Insurance Programs to increase your sales. We want to help you and with this cutting edge training technology to educate and explain how to market these products and be compliant. 

 
Video Tutorials 
If you are looking for a simple consistent message.  We are here to help you.
BENEFITS OF SAVINGS BASED INSURANCE :​
  • Legacy funds for kids, grandkids or charity

  • Additional leverage for long term and or chronic medical care

  • Additional leverage for Alzheimer’s and other declining mental capacities

  • Tax Deferred growth for you

  • Money back and benefit guarantees also available

Typically not all benefits are available in every offering. Your financial advisor can help you with the right blend of leverage and legacy benefits.

CAN YOU USE I.R.A. OR OTHER QUALIFIED MONIES TO FUND AN SBI PROGRAM?

Yes, there are some programs that accept qualified money.

WHAT IS THE GOAL OF THE ASSET?