Annuities
At TOPGUN Financial, we believe annuities are an important piece of a clients financial plan not just a product. An annuity is not a product, it is a safe money alternative.
TOPGUN Financial has developed a number of different sales ideas and income planning tools all designed to help you explain the benefits of annuities as a portion of your clients safe money portfolio.
With a Baby Boomer turning 60 every 8 seconds and an average predicted retirement portfolio of $500,000 to $1,000,000 income planning is a major concern. TOPGUN Financial is your retirement planning expert. We will assist you in designing an income plan to meet your clients income needs and risk tolerance.
Sales Tools
Income Factory - The #1 concern of retiree's today is depleting their assets in retirement. This tool is designed to ensure your clients do not run out of money before they run out of time and ensure they receive retirement income in the most efficient manner possible. Click here for more information
Variable Annuity Recovery Plan - With the unfortunate fluctuation in the stock market, many clients have seen their accumulation values decrease below the original deposit. The Variable Annuity recovery plan will ensure your client's heirs not only receive the original deposit but receive it "Tax Free". Click here for more information
Calculators - As a TOPGUN Financial licensed agent, you will have access to calculators designed to enhance your practice. These calculators are designed to be specific to your individual clients and enhance any plan you have designed.
Medicaid SPIA's
Medicaid Compliant Annuities: What they are and how they could help you write more business.
Medicaid Qualification: How to Keep Your Money Away From the Nursing Homes
The Cost Of Waiting
Insurance Policy Review - Do your clients have insurance policies? If they do, when was the last time you reviewed the cost and benefit. Top Gun Financial can provide you with an unbiased review of their policy to ensure their needs and goals are in line with their current coverage.
Annuity Policy Review
Life Insurance Policy Review