Creative Marketing is thrilled to offer a newly upgraded version of the Income Maximizer (IMAX) software to our contracted agents. There are no pre-determined estimates: every illustration reports accurately based on how the individual is already saving for retirement. The IMAX software produces a customized income summary, year by year, of the client's retirement picture.
Show your clients and prospects:
- When they can retire safely, using a dramatic red line to show where they might expect to run out of money if they continue with no changes in their existing plan.
- How taxes, inflation and hypothetical exposure to risk influences their situation, using a realistic and accurate picture.
We offer the following to use with your prospects:
- Fact Finder
- Pre-interview Checklist
- Sample Report
- Prospecting Letter
- Phone Script - Contact
- Phone Script - Message
- Referrals Script
- Social Security COLA History
- Inflation History
Are You Contracted?
Login now to download the IMAX software and sales kit, and to view our training webinar
Want to start using IMAX? Get contracted today.
Get Call a Creative Sales Consultant at 800.992.2642.
©2009 Creative Marketing International Corp.
FOR AGENT USE ONLY – NOT FOR USE WITH THE GENERAL PUBLIC 10735-2009/10/27 | 15147 302249