Creative's Newest Electronic Agent Tool - SPIA Solutions

Creative is pleased to announce the addition of a resource for information on Single Premium Immediate Annuities - SPIA Solutions. This 24/7 on-demand, online tool is your one place to find the kind of information necessary to introduce the concept to your risk-adverse clients with limited assets or in ill health who are seeking an immediate source of income. Including a SPIA in their retirement portfolio may provide a guaranteed income for life and work toward increasing the legacy left to heirs by limiting withdrawals from other assets.

 

The SPIA Solutions tool is available at www.creativemarketing.net/spiasolutions. Click on that tab and you will find immediate access to:

• Professional Articles – from industry publications such as National Underwriter and Investment News to help you identify talking points you can use to begin the SPIA conversation with your clients
• Sales Concepts – including worksheets for using SPIAs as part of a strategy to provide immediate income and ideas to increase your SPIA business.
• Client Information Materials – including consumer approved buyer's guides.
• Special Request Forms – Annuity Exception questionnaires for cases where Premium or Issue Age exceed the maximum allowed amount or a case needs Home Office approval.

 

You can use this resource to demonstrate immediate annuity benefits with client information such as the Implied Longevity Yield (ILY) to explain the cost of delaying a purchase in dollars and cents. Or gain access to Creative Marketing’s eKits, full sales kits including all required forms and consumer brochures – downloadable at your fingertips and always up-to-date. These kits can help you save more time now and when you submit business in good order, results in faster policy issue.

 

This forward thinking and convenient tool simplifies your search for success by giving you access to the solutions you need to help your clients activate immediate income. Call your Annuity Sales Consultant to learn more about Creative’s latest tool to help you succeed, or visit www.creativemarketing.net and look under the Products Tab.

 

Vickie Good
Product Information
Knowledgebase Administrator

Vickie is a long time Creative Marketing teammate responsible for communicating with all Life and Annuity carriers on a regular basis to maintain current company practices and guidelines, interest rates, commissions, and product information. Her dedication and commitment to providing up-to-date rates and changes as quickly as possible makes a difference that consultants and agents alike can count on.

 

 

FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC 11123-2010/7/14 | 16593 1962410

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.