Help ensure the long-term viability of your business by taking time NOW to educate yourself, gather the right tools, and create a solutions-based sales strategy. Our dynamic, turnkey Sales Solutions Program can help!
Comprising the following four sales kits, the Sales Solutions Program gives you the tools and training to solve your clients’ critical financial needs.
SMART TAX PLANNING—You don’t have to be a CPA to incorporate tax-planning into your practice. This kit explains how you can help clients create a tax-smart financial plan.
ANNUITY ADVANTAGE—Annuities have gotten a bad rap. Demystify these products, and give clients a greater appreciation for how they can solve long-term needs.
QUALIFIED SOLUTIONS—Show clients how a Stretch IRA can help them spread the impact of tax costs over several generations, and tap into three separate qualified marketing opportunities.
ROTH REVOLUTION—Help clients discover the power of a tax-free retirement strategy. Legacy’s Roth Revolution kit prepares you for a fundamental change in the way of thinking about retirement choices.
Each kit includes training material, an ad or postcard, preapproach letter, and more! Reach the following milestones in your success with Legacy, and you can qualify for all four kits—ABSOLUTELY FREE!
ONE KIT OF YOUR CHOICE—Easy! If you’ve either written new business or contracted with Legacy since January 1, 2010, you can order one kit of your choice.
ADDITIONAL THREE KITS—Earn a second, third, and fourth kit of your choice with each additional piece of new business submitted after you qualify for the first kit.
To view kit contents and order kits, visit www.legacynet.com (from the Legacy Service Center, click the Marketing Tools tab and then “Legacy Sales Solutions”).
For details, contact your Wholesaler or call your Legacy Relationship Manager at 888-472-0723.
Before ordering your kits, please keep in mind:
Each kit can be ordered only once.
A kit must be ordered before you can download PDFs of individual kit items from our LegacyNet® secure website.
Five Annuity Advantage, Qualified Solutions, and Roth Revolution brochures are included in each respective kit. Once you have ordered a kit and written one piece of new business with Legacy (after January 1, 2010), you may order an additional 10 of each brochure.
Kit materials are protected by international copyright laws and cannot be duplicated for, or shared with, any person who does not otherwise qualify for the kits.
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FOR BROKER USE ONLY. NOT FOR USE WITH CONSUMERS.
The most comprehensive and effective annuity training available. Learn everything you need to be successful.
4-6 new appointments a week for the rest of your career. The best marketing program of its kind.
Dedicated resource managers can help you succeed. Find out why we are the best in supporting our agents.
Effective, multifaceted marketing programs using leads, print ads, post cards, booklets or self designed marketing.
Become an income planning expert and increase your sales. These carrier specific resources are essential.
