Annuity Sales Tools

Yellow Pad Presentation
This 12-page presentation is the easy yet powerful way to illustrate the many advantages of fixed index annuities.

Income Planning vs. Income Guessing
Easily explain how income riders work, show the flexibility and value your clients will experience, illustrate the “Money Cycle” of accumulation, preservation and distribution in a new way, Apply simple analogies to discuss Retirement Income Strategy with your clients, Offer simple examples of Accumulation Value and Guaranteed Lifetime Income Benefit Value and much more!

The Power of Safety
Client-approved sales tool is convenient for advisors and helps you win over prospects with greater ease. It shows the immediate difference when comparing fixed index annuities to the S&P 500.

The 12 Tax Traps
Using easy-to-understand language, true-life case histories, and actionable solutions, the “Tax Traps” white paper includes a robust set of advanced tools to boost your business with financial and estate planning clients.

Roth IRA Conversion Calculator
Calculator which allows you to run a real world comparison to determine whether converting to a Roth IRA is beneficial to your clients. Click to view a short informational video.
Call your marketer for more details (800) 356-4189.

General Sales Tools

Retirement Analyzer
Retirement Analyzer software users can easily and quickly provide answers to the following client questions.

• Can I continue my present standard of living into my retirement years?
• When can I retire safely without running out of money?
• How could my situation change during turbulent economic times? • How would it affect my family if I die prematurely?
• How would it affect my family if I enter a nursing facility?
• What are the possible solutions if my situation changes?

Click to veiw a short informational video.

How to Build a Referral-Based Insurance Business
Today’s top producers build much of their business based on referrals. We’ve taken the ideas, insights and strategies of the best producers and created a resourceful Referral Handbook.

Ghost Web-Site
Have your very own unique web-site which has content that both educates and motivates clients to contact you. Web-site includes unique content written by Roccy DeFrancesco, PowerPoint presentations, dynamic content that changes with the industry, all while having the ability to make it look like your own.

RetireCo, Inc.

RetireCo, Inc. and ECA Marketing have joined forces to deliver an industry revolutionizing marketing opportunity.  RetireCo delivers the brand recognition and proven turn-key marketing solutions that financial professionals need to increase production and build a bigger book of business.  By licensing an exclusive territory RetireCo Representatives are able to remain independent, maintain their current contracts and commissions, while participating in co-op national advertising.  If you are ready to work with a company that has a vested interest in your success, look no further than RetireCo.

Life Sales Tools

Blueprint for Life
Easily showcase the power of tax deferral and triple compounding. How? Your clients will live the fact that they earn interest on their account value, earn interest on their interest, and earn interest on the money that you would have paid taxes on.

Tools for Life
Includes a Concept Strategy, Real-Life Case Study and Sales Application for each advanced insurance and annuity solution.

Annuity Maximization – convert an asset subject to estate tax into a tax-efficient asset using a 1035 exchange.

Survivorship – increase the death benefit available to the trust beneficiaries.

Annuity Arbitrage – boost after-tax income and family inheritance.

Buy/Sell – continue the business in the event of death, disability or retirement.

Key Person – the 5 Steps of Conducting a successful key person sale.

Executive Bonus Plan/162 – provide the opportunity for supplemental income and survivor benefits

Estate Maximization – convert a portfolio subject to estate tax into a tax-efficient asset using a 1035 exchange.

Life Settlement – help clients to tap into “found” money contained within existing life insurance policies.

Premium Financing – Provide clients with a life insurance policy and borrow the funds necessary to pay the premiums.

H.E.A.P.
The “best” new client generation tool in the industry. A calculator which helps you to explain to your clients the benefits of paying off home debt and increasing equity. Click to view a short informational video. Call your marketer for more details (800) 356-4189.

4orce CRM software
Customer Relationship Management system that tracks your clients, business, communications, e-mails, and liabilities, all coupled with a e-newsletter system. Click to view a short informational videos. Call your marketer for more details (800) 356-4189.

Life Illustration Software
Very powerful series of calculators and presentation material which makes the case to your clients about growing wealth with Cash Value Life Insurance. Click to view a short informational video. Call your marketer for more details (800) 356-4189.

Guaranteed Income Benefit Calculator
Proprietary income benefit calculator which allows you to illustrate virtually every product available, with or without fees, including the increasing income rider. Click to view a short informational video.  Call your marketer for more details (800) 356-4189.