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Annuity
Intelligence
Report®®
Report®®
Dynamic Change In The VA Industry
VA Product Changes From Dec. ‘08 to Nov. ‘09VA Product Changes—Twelve Months Ended Dec. 2009
Source: Advanced Sales Corporation Internal Analysis, Jan. 2010
Annuity Intelligence Report®®
Making Variable Annuities . . .
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• Enhances knowledge of
variable annuities
• Raises the comfort level and
confidence
• Increases accuracy, saves
time
AI Report Helps Advisors . . .
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time
• Improves suitability
• Increases sales
“Fantastic Site! This is the greatest VA time saving tool I have seen.”
Top Advisor & Branch Manager,
Raymond James
• Reduce time spent tracking
VA product updates
• Improve service to advisors
• Screen and benchmark
carriers
• Strengthen position as
AI Report Helps Marketing Professionals . . .
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• Strengthen position as
insurance specialist
• Enhance communication
“It was taking our team over100 man hours a month. [The AI Report] has lifted a HUGE burden off our team.”
Head of AnnuitiesNFP Securities, Inc.
• Streamlines the 1035
replacement process
• Helps avoid titling disasters
• Improves productivity, accuracy
• Makes sales to seniors more
suitable
AI Report Helps Compliance . . .
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suitable
• Provides historical contract info
instantly
“It has saved us time and madethe process of evaluating VA’s much easier.”
Senior Compliance OfficerKovack Securities
• Use During Client Presentations: Keep a copy of the AI Report on your desk during client meetings. Increases confidence and offers quick, plain-English answers to questions.
• Serves as a 1035 Exchange Aide: Run a side-by-side of
Best PracticesBest PracticesImproving The Sales Process Improving The Sales Process
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• Serves as a 1035 Exchange Aide: Run a side-by-side of an old v. a new contract. Makes replacement process more suitable, more accurate, and more efficient.
• File as Hardcopy Validation: Drop a hardcopy of the AI Report into the client’s file at time of sale. Gives a snapshot of what was sold at that time.
Thank You!Thank You!
