Sales Tools
Top Gun Financial is dedicated to providing the most innovative sales ideas in the industry designed to enhance and grow our agents business with a unique personal touch. Our primary goal is to customize tools to be useful in all aspects of your business by developing personal ideas and strategies. The following are examples of the customized service we provide
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 an example
Seminar Packages - Top Gun Financial will provide agents with a complete seminar package to include a personally designed power point presentations and invitation design based on your goals and objectives. This is not a canned pre-packaged kit. It is a marketing plan to achieve your objectives. Please call us today at 877-624-7150 to create your personalized Seminar Package today!
Variable Annuity Recovery Plan - TopGun Financial can help you asses and develop a comprehensive strategy to regain principal in a Variable Annuity when the value has decreased substantially and your clients’ goal for this asset was to pass on as much as possible to their heirs.
We will use a combination of safe investments to provide income. The income provided will then be used to purchase a life insurance policy with a tax free benefit.
By using this strategy, the heirs will receive more than the current value of the Variable Annuity and receive it TAX FREE.
If your clients have underperforming Variable Annuities and the main goal is to pass this asset on to their heirs, TopGun Financial can develop and help you implement a Variable Annuity Recovery Plan. Call us today to discuss your case and we will provide you with a Variable Annuity Recovery Plan illustration
Call us today to develop your plan 1-877-624-7150
Long Term Care Planning Software - Often times the most difficult decision in Long Term Care is not whether your clients need it or not but what they need. At Top Gun Financial, we have the ability to provide you with a comprehensive Long Term Care Planning software to determine what your clients need and what they can afford.
Tax Reference Guide - Order your free tax reference guide today. Complete with 2010 income tax rates, Gift and Estate Planning limits, Itemized Deductions, Social Security ect. Click here to request a Tax Reference Guide
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
The Cost Of Waiting
Calculators - As a Top Gun 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. Click the links below for examples