Driving Advisor PerformanceAnnuities Life Retirement

WWW.ASSETISMARKETING.COM

ASSET MARKETING SYSTEMS

EXPANDINGOPPORTUNITIES...TOGETHER

ADVISOR-PROVEN MARKETING

INDUSTRY-LEADING PRODUCTS

INDIVIDUAL SUPPORT & PLANNING

Opportunity is everywhere because change is all around.

In today’s market, independent advisors are perfectly positioned to provide the high-quality, individualized retirement income planning that Americans are increasingly demanding.

Asset Marketing Systems has the product access, experience, and programs that will enable you to offer more Americans a comprehensive approach to retirement income planning.

Are you ready to do more for your clients and your business?

ASSET MARKETING SYSTEMS IS HERE FOR YOU.

FASTFACTS

LET’S SEIZE THIS OPPORTUNITY

> STAY ON TOP: It’s never been more important to choose the right partner. Many Asset advisors started as insurance-licensed only, then evolved into comprehensive, well-rounded practices that provide wide-ranging financial services to their clients.

> NEW OPPORTUNITIES, NEW PRODUCTS: Asset’s skilled Product Specialists keep you informed on carrier and rate changes, and our proprietary product line-up can provide your clients more options.

When you join Asset, you join a family!

Asset’s community of smart and accomplished advisors are eager to share their own secrets of success. This is the culture of Asset and what makes our advisors different.

Our family of advisors work with each other to conduct peer study groups, speak at sponsored events, conduct focused training sessions, and help us create content to help you succeed.

Our hand picked Producer Advisory Board and Mentors work closely with you and Asset, offering their time to train you personally so you can continue to grow.

To help you grow faster, Asset offers hands-on training, teleconferences, webinars, financial planning software, sales forums, regional and national networking events, and carrier-sponsored Asset University. With Asset’s unique culture of sharing, you’re never alone.

WITH ASSET’S UNIQUE CULTURE OF SHARING, YOU’RE NEVER ALONE.

WE SHARE WITH EACH OTHER

FASTFACTS

> HIGH-TOUCH SUPPORT: Call your Asset Business Consultant any time… and expect weekly check-in calls that help hold everyone accountable for production and mission-critical activity.

> PATH TO SUCCESS: Many Asset advisors join a study group together with their Business Consultant, which provides career-long peer support and a proven path to becoming an Asset top producer.

Marketing isn’t simply an important part of business success — it is the business.

Our marketing experts are consummate professionals and experts at what they do. Working alongside advisors like yourself, they create opportunities that are proven in the field. These include:

DIRECT MAILReliable demand generation, tested in the field for effective financial industry response rates.

DIGITAL MARKETING Digital lead generation, web design, and Social Media, a new way to build conversations with your online community.

LEAD GENERATION Best practices and advisor-tested approach to lead generation that layers conventional and digital approaches within your overall action plan.

SELLING STRATEGIES Proven strategies for getting one-on-one meetings with your ideal clients.

SEMINAR SYSTEMS All of our solutions are field testedby advisors and many are FINRA reviewed before being offered to our full network.

WE SHARE WITH EACH OTHER

MARKETING TOGETHER

DIRECT MAIL

LEAD

GE

NE

RA

TIO

N SE

MIN

AR

SYSTEM

S

DIGITAL MARKETING

S E L L I N G S T R AT E G I E S

We are part of a family of companies responsible for 22% of all Fixed Indexed Annuity production in the U.S.

Who is Asset Marketing Systems?

Asset Marketing Systems Insurance Services, LLC (AMS) is a distributor of insurance products with an expertise in Fixed Index Annuities, Fixed Annuities, Life and Long-Term Care Insurance. As an Independent Marketing Organization (IMO), insurance carriers utilize us to promote and distribute their products and services to advisors. Offering a comprehensive array of custom tailored marketing and lead generation plans, our goal is to build advisors’ sales, profitability, and brand recognition as an expert in their marketplace. We’ve spent years developing the most effective client retention tools, and unique ideas for branding your business in the community, regardless of your budget.

Every advisor who works with us has the support of a personal Asset team comprised of a Business Consultant and a Marketing Consultant who are dedicated to working alongside you to expand your business. By providing product distribution, training, marketing services, case development, and back office support for 300+ product options, we help take you from where you are to where you want to be.

What Sets Asset Marketing Systems Apart From the Crowd

A leading Independent Marketing Organization (IMO) for annuities and life insurance since 1996, financial and insurance professionals across the country trust us at Asset to help them build successful practices and thrive in an ever-evolving industry and competitive landscape.

Asset is proud to have developed strong relationships with some of the largest carriers in the country, including American Equity, Allianz, EquiTrust, North American, Athene/Annexus and Nationwide. Over the course of 20+ years, financial and insurance professionals working with Asset have produced more than $10 billion of annuity production. We are also a member of a family of companies that make up 22% of fixed annuity production in the U.S. Currently, fixed indexed annuities comprise 80% of production, with the remaining 20% equally comprised of MYGA, SPIA, and fixed rate annuities.

A Team Behind You

Beyond our ability to provide agents and advisors with many product options from a number of quality carriers, we deliver superior agent education thanks to our dynamic, talented, and knowledgeable life insurance team. Combined with our energetic team of annuity experts who help advisors stay up-to-date on the latest annuity strategies. Asset has set an industry standard for our commitment to excellence, ethics and integrity in business, and producer-client satisfaction.

WE INVITE YOU TO BE PART OF THE ASSET EXPERIENCE. TAKE THE STEP TODAY FOR A MORE SUCCESSFUL TOMORROW.

ABOUT US

INDUSTRY LEADING SERVICES & OFFERINGS

INDUSTRY LEADING SERVICES & OFFERINGS

Annuity Product SpecialistsFind the right fit for you and your clients • Annuity education• Crediting strategies• Lifetime income benefit riders• Comprehensive product detail analysis• Annuity concepts – basic through advanced• Suitability education and review• Product updates• Product webinars• Product positioning• Laddering strategies• Annuity sales coaching• Niche product recommendations

Life Product SpecialistsFinding the solutions to your most difficult cases• Comprehensive product detail analysis• Product updates• Product webinars• Product positioning• Niche product recommendations• Multi-product solutions• C.O.L.I. strategies• Asset-based LTC• Premium financing• Tax reduction strategies• Proprietary life product• IUL planning software

Proven MarketingField tested solutions to generate more leads • Consumer Sales Seminars

• The New Retirement Reality (NRR)• Retirement Income Puzzle (RIP)• Social Security Puzzle• Women’s Path to Retirement• IUL Multi-Generational• Roth IRA

• Practice management solutions• Public Relations• Broadcast on-air exposure• Full-service agency services • Comprehensive marketing services via

Asset Marketing Portal• Financial Literacy programs• Radio offerings

• Asset broadcaster radio show package• RAFT radio leads

• Managed social media programs

Creative ServicesCreatively thinking about your business needs• Logo and brand identity• Custom brochures• Event support

• On-location or on-site photography• Video production• Custom website design and development• Branded materials• And more!

Supplemental Software• Financial planning software• CRM systems

Annuity and Life Case ManagementConsistently providing agent and client satisfaction• Complete Back Office Support• 80% Avg. Placement Rate. (20% higher than other FMOs!)• Suitability review• Quick and convenient E-applications• Application scrubbing• Proactive case management • Impaired risk assessment• White glove service on large cases• New business and application training

Coaching and Training• FINRA reviewed sales systems• Prospecting and lead generation• Appointment setting and staff training• Case development• Marketing• Sales• Products• Business development• Asset Symposium

• Industry’s leading expertise• Comprehensive sales and marketing training

• Sales and Networking Forums• Hear from industry authors and speakers• Learn the latest sales and marketing strategies• Network with top producers nationwide

Elite Advisor Mentor ProgramAccess Elite advisors for coaching and mentoring• Sales coaching• Seminars and presentation skills• Business planning, profitability and expense management• Referral strategies• Partnering strategies (CPAs and attorneys)• Practice building and office structure• Staff training

Strategy and PlanningRefine your marketing and sales strategy to grow your business• In-depth market analysis and business plan development • Identify critical success gaps• Analyze market dynamics• Establish a clear position for your offering and area• Discover and articulate your unique sales position• Measure and refine goals on an ongoing basis

CARRIERS EXCLUSIVE DISTRIBUTION PARTNERSThese products are provided only to elite IMOs with highly effective marketing and sales models, allowing more product benefits for clients.

ANNEXUS - Athene - BCA

ANNEXUS - Nationwide - New Heights

ANNEXUS - Minnesota Life - BGA

ANNEXUS - Transamerica - Secure Retirement Index II

INNOVATION DESIGN GROUP (IDG) - North American - Prime Path

INNOVATION DESIGN GROUP (IDG) - Security Benefit - Total Value Annuity and Select Benefit Annuity

COMPANY ANNUITY LIFE

Allianz ü üAmerican Equity üAmerican General (AG) ü üAmerican General of NY (AG) ü üAmerican National ü üAmerico (Legacy) üAmeritas (Legacy) üAssurity Life ü üAthene Annuity IA (American Investors) üAthene (Proprietary) üAXA üBanner üBrighthouse Financial (Formerly Met Life) üCBL - Co. Bankers - Life üDelaware Life (Proprietary) üEquiTrust ü üFidelity & Guaranty (Old Mutual) ü üFidelity & Guaranty NY (OMFN - NY) ü üFidelity Life üForethought Annuity üGenworth LTC

Gerber Life ü

COMPANY ANNUITY LIFE

Great American üGuarantee Trust Life (GTL) üGuggenheim Life And Annuity Company üJohn Hancock LTC

John Hancock USA üKemper Senior Solutions üLafayette Life üLifeSecure Insurance üLincoln Financial ü üMass Mutual üMed America LTC

Minnesota Life (Securian) (Standard & Proprietary) üMutual of Omaha (United World) ü üMutual Trust Life (MTL) ü üNassau (Formerly Phoenix Life) ü üNational Congress of Employers (NCE) üNational Guardian üNational Life (Formerly LSW/Life of the SW) ü üNational Western Life ü üNationwide (Standard & Proprietary) ü üNorth American (Standard & Proprietary) ü üOxford Life ü üPenn Mutual Life üPrincipal Financial Group üProtective Life ü üPrudential Financial Life üPrudential Financial LTC

Sagicor Life ü üSavings Bank Life Ins. of MA (SBLI) üSecurity Benefit (Proprietary) üSentinel Security Life üState Life - OneAmerica ü üSymetra Life Insurance Company ü üThe Standard Insurance Company

TransAmerica (Trans-Family) (Std. & Proprietary) ü üUnited of Omaha LTC

JENNIFER METCALFE-SCHENDELPresident & CEO

X2178

CASEY COTTON Chief Technology Officer,

Sr. Director of Corporate Dev.X2190

SKOTT MCKINNEY Director,

Marketing & Creative Services X2168

MARK ZWERENZ Senior Director,

Business Development X2188

MANAGEMENT TEAM

BUSINESS CONSULTANTS

YOUR TEAM

DEE COSTA X2121

SAM PAYNE X2127

BRUCE BEATY X2119

Guiding Advisors with Sales and Marketing Systems, Appointment Setting, Staff Training, and Sales Process Review.

MIA DEMPSEYSenior Case Manager,

Team LeadX2171

CLEM DARTEYManager,

Business Integration & SupportX2161

JOAN STEMLERSenior Director of Operations

X2165

JOSH VERHOEVEVice President,

Annuity & Life DistributionX2160

SIMONETTE ANDRESController

X2183

MARKETING & CREATIVEProviding consultative marketing and agency level creative services. (888) 303-8755

SALES/CASE DESIGN/ILLUSTRATIONS

LICENSING

NEW BUSINESS PROCESSING

EVENTS

FINANCE

Niche product recommendations and positioning, comprehensive product detail analysis, and sales concepts.(866) 546-5267 | Option 1

Impaired risk assessments, assistance with forms and applications, application scrubbing, and proactive case management.(866) 546-5267 | Option 2

Contracting inquiries, assistance with requirements needed for appointments, and commissions schedules.(866) 546-5267 | Option 3

(888) 303-8755

(888) 303-8755

Asset has 20+ years of success partnering with advisors just like you. Our legacy of excellence in people, products, processes, and performance originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.

“We’re on the grow. Like you, at our core, we’re a service company. Every day, we strive to be the most professional and responsive FMO you’ve ever dealt with. We are open and transparent with everyone who deals with us, fostering a welcoming community of advisors who fit our unique culture.

It is this continuously evolving culture of sharing and caring that started with my father and that, still today, truly sets Asset apart. It’s about choosing the right people to work with. All we

ask is a chance to show you what a difference our people can make. There’s no limit to what we can do. Together.”

Jennifer Metcalfe-SchendelPresident & CEO

> REMARKABLE ROOTS: With 20+ years experience and a staff of highly qualified professionals, Asset has placed more than $10 billion in premiums since its inception.

WE’RE GROWING TOGETHER

FASTFACTS

Asset has everything you need to make the goals for your practice a reality.

WE’RE GROWING TOGETHER

15050 Avenue of Science, Suite 100San Diego, CA 92128

888-303-8755

www.assetismarketing.com

© 2019 Asset Marketing Systems Insurance Services, LLC. All rights reserved. Financial Professional use only. Not for use with the public.

Driving Advisor PerformanceAnnuities Life Retirement