Annuities For The New Normal
Since the millennium the financial markets have been turbulent and punishing. For many investors this period was the lost decade, yet fixed rate and index annuitybuyers prospered. This mind expanding discussion looks at the real world returns of these annuities and asks...What is a normal financial period?...Why a repeat of the market patterns of the ‘80s and ‘90s is extremely unlikely...Why fixed rate and index annuities need to be a part of the solution in the new normal financial markets.  

Annuities – Change Buyer Behavior
Consumers make buying decisions normally and yet annuity representatives are taught to sell rationally meaning they often don’t close the sale. In this session Jack uses proven research in behavioral economics combined with real-world experience to give representatives practical answers and methods to close sales and prevent objections from ever arising. Questions answered include: Why consumers often don’t buy fixed annuities; the BEST ANSWER to the zero interest objection; What your prospect THINKS they know can hurt them and the FOUR WORDS that save sales.

Fixed Annuity Myths & Realities
A lot of myths surround annuities. In 45 minutes Jack talks about the realities of fixed annuity safety, guarantee funds and FDIC; how the different index annuity crediting methods really work; how lifetime benefits really work; wall street illusions and how to combat them; where annuities fit; and how to avoid being a regulator target. A real world talk enjoyed by both producers and their compliance departments.

An Insured Alternative To Wall Street's Retirement Income Plan (R.I.P.)
This presentation shows the holes in Wall Street's approach to retirement planning and present various annuities as either an alternative to Wall Street or as the guaranteed floor needed in everyone's plan. It shows how fixed deferred annuities, immediate annuities, and variable annuities (primarily the benefit riders) can be used to optimize retirement and eliminate the end of income.

The Cost
The cost for a one-event speech is $2,500. If more than one day is scheduled the daily cost is $1,500. Charges for coach airfare, lodging, and ground transportation are additional.