- It’s a very simple transition from selling annuities to selling SPL.
- There are so many similarities between the two products.
Who are the best prospects? Well, here are just a few:
- Client with a qualified or non-qualified account they don’t need to live on
- Clients with low interest CDs or money market accounts
- Clients with excess funds in checking and savings
- Clients who were denied LTC coverage in the past
- Clients who want to leave tax-free money to their children and grandchildren
- Clients who want to diversify their portfolio
If you’re an annuity agent and are interested in selling SPL – Davis Life & Annuity can help! We help producers like you place SPL cases on a regular basis, and would welcome the opportunity to assist you! Contact us today.
P.S. We also have an annuity with a 30% account value increase for a death benefit. Be sure to call us today for the scoop.
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