
IRA and Annuity Education Program
Effective Seminars. Supercharged Production.
The Exodus Group IRA/Annuity Education Program will teach you how to draw an affluent clientele to your seminars and then get at least 90% of those attendees to schedule appointments! We'll arm you with the tools to produce effective and successful seminars that bring in new clients the right way! No ridiculous Powerpoint presentations. No bloated, uninteresting statistics that just put attendees to sleep.This is straight-forward, effective communication that gets the job done! Effective Seminars. Supercharged Production.
Plus, Exodus Group members have access to our library of forms, newsletter production, invitation and contact resources, as well as communication literature that really speaks to your potential clients!
Our IRA and Annuity Education Program targets what matters:
IRA 101 and Annuity 101
Ground level, hard hitting and to the point. Deliver strong IRA and Annuity info at your seminars that keep the attendees leaning forward in their chairs. Be informed and confident. Turn over 90% of attendees into office appointments!
IRA Plus and Annuity Plus
Once the appointments are made, your clients are going to have serious questions that will go beyond the surface. Be prepared with the vital information and IRS rules and regulations exposed in Publication 590, section 691(c), and the importance of NUA strategies (net unrealized appreciation). Get equipped with the knowledge necessary to be better than the average broker or so called "financial advisor" when it comes to qualified accounts. Proove to clients that you are "the expert on IRA distribution planning."
There are trillions of dollars in 401(k)s, IRAs, SEP IRAs, Keoughs, profit sharing plans, ESOPs, 403(b)s, and beyond. Become the "IRA Distribution Planning Expert" in your area. Help families protect what they have worked a lifetime to save and show them how to make it last for generations!
Exodus Group Agents also benefit from:
1. Up-to-Date Information
We stay up to date on this rapidly changing industry. With changes like Rule 151A, it is important to be up to date and ahead of the curve in order to adapt and succeed. We keep our Agents in the loop and writing large!
2. Office Management
A well-oiled office is vital to making the most of your time and resources. We'll educate you on how to develop teamwork, communication, and efficiency that will result in reduced daily and monthly waste.
3. Superior Support
We're always there when you need our guidance. Whether it's a general question you need answered or you need help closing a deal, we have the know-how and commitment to make you part of our Success Story. Case support is our specialty. We will build the perfect cases for your clients and make sure you get across the finish line!
The Exodus Group Keys to Success:
• Common Sense Financial and Retirement Planning
• Sound Strategies for the Financially Unpredictable Days
• Honest Communication that Turns One Client into One Hundred!
The Exodus Group provides you with the tools and materials to supercharge your production!
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