What's In It...
For Me? For My Client?

What's In It...


For My Client?

For Clients

One of the most satisfying aspects of the financial and insurance planning industry is helping to solve estate and retirement planning problems. Often, the first step is identifying those problems.

We've engineered The Shield to simplify this process, and to help your clients understand what they are facing.

  • The Shield can:
    • Generate Your Client's Personalized Balance Sheet
    • Illustrate Concepts with Clear, Dynamic Presentations
    • Demonstrate Income Planning
    • Show How to Ensure the Safety of Assets
    • Illustrate Probate Avoidance
    • Simplify the Decision Process
    • And much, much more!

Testimonials

"I sold my first indexed annuity in August of 1996 and I have been looking for a simple but effective presentation since that first sale. I have found it in the Shield. I used it for the first time after having the program for a week and the client said, "That’s what I want". No further selling was necessary. The gain protector and the income stream presentations do exactly what I have been looking for." - F.B.