Advantage 500 Prospects
BASIC PROFILE: Age 35 to
80, basically conservative, with a long-term investment
horizon. Primary objective should NOT be liquidity, but
growth and safety.
- Non-risk Takers: Anyone afraid of the downside risk of the stock market,
but would like to participate in its upside.
- Inflation-fighters:
Persons who want to protect the purchasing power of their
saving sand know stock market related returns can help
accomplish this.
- Profit-takers: Those
who have made money in stock or mutual funds who need to
protect those gains without sacrificing all the upside
market potential.
- Conservative investors:
Anyone with CD, fixed annuity or bond proceeds to
reinvest, need security but higher potential returns than
fixed-rate products.
- Retirees or Job changers:
Who will be receiving a lump-sum distribution from a
retirement plan, looking for growth and safety.
- Retirement Savers:
Anyone concerned with saving enough now to be able to
retire WHEN they want, HOW they want.
- Indecisive: Those who want stock market related growth but simply
don't want to decide: WHICH stocks to choose, WHERE to get
advice, WHAT to watch for, WHEN to get in, WHEN to get
out, etc., etc.
Give your clients peace of mind with the
ADVANTAGE 500 Annuity which has growth potential tied to the
S&P 500 index and the protection of a guaranteed minimum
value.
Intro to EIAs
S&P 500 Index
Benefits of the S&P
Advantage 500 Prospects
Gain without Pain
Extended Forecast
Sample Calculation
Selling Points
Best & Worst
Annuity Performance
Why EIAs are Popular
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