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Global Atlantic | Give your clients MORE retirement certainty

Global Atlantic | Give your clients MORE retirement certainty

Global Atlantic | Give your clients MORE retirement certainty

June 17, 2021

Do they want the certainty of: 

No down-market losses?

Protected Lifetime income?

More money for qualified long-term care expenses?

More moneyh to leave behind?

Down market losses close to/in retirement. Running out of money. A health setback exhausting retirement savings. An unpredictable legacy. Whatever your clients feel uncertain about, see how they can add greater certainty to their retirement strategy using just a portion of their portfolio.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming

Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming

Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming

June 15, 2021

Contest Qualifications:

Minimum of $3,300,000 in issued Nationwide Peak 10 Fixed Indexed Annuity premium to qualify.

Qualifying agents will embark on a trip to the breathtaking west coast of California in October 2022.

Contest Period: June 1, 2021 – May 31, 2022, for submitted and issued Nationwide Peak 10 Fixed Indexed Annuity Contracts. 

*For Independent agents contracted with an affiliate and a participating subsidiary of AmeriLife Group, LLC (“AmeriLife”). Those participating affiliates are AAA, ABX, AIM, AMFED, ASG, DFS, ESS, FSIB, GORD, GRUPO, JDM, MWM, NISHD, PAM, PINN, PIP, PSM, RAWL, SAM, TAG, TLAS, AND VERT. This contest is only for Nationwide Peak 10 Fixed Indexed Annuity contracts. Product features, options, and availability may vary by state. Guarantees are based on the claims-paying ability of the issuing company. The Contest period is defined as follows: Contracts must be submitted between June 1, 2021, and May 31, 2022, and issued by July 15, 2022. The premium must still be in force at the time of the incentive trip I.E. not taken, surrenders, principal withdrawals will net against the production counted for this trip. Contest parameters are as follows: To qualify, an agent must have a minimum of $3,300,000.00 in issued Nationwide Peak 10 Fixed Indexed Annuity premium. The trip is for the winning agent plus one adult guest and includes standard airfare and hotel accommodations. Program entry constitutes the participant’s agreement to promotion rules. Qualifiers are responsible for reporting prizes for tax purposes. The trip is not transferable, not redeemable for cash, nor can it be substituted or rescheduled by the winner. Certain exclusions, restrictions, and limitations may apply. Contest rules are determined by AmeriLife, LLC at its discretion and are subject to change and cancellation by AmeriLife. This is an invitation-only trip and decisions by AmeriLife regarding contest prizes are final. Trip dates are subject to change by AmeriLife. AmeriLife reserves the right to substitute an alternative prize of equal or comparable value. 

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | annuity@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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American Equity | REMINDER: NAIC Suitability training

American Equity | REMINDER: NAIC Suitability training

American Equity | REMINDER: NAIC Suitability training

June 8, 2021

Reminder: Agent training in NAIC Suitability

We previously shared the adoption of the NAIC #275 Suitability Model Regulation changes for sales in Iowa and Arizona. With the adoption, we shared form changes, new disclosure, and documentation requirements, and agent training requirements.

As a reminder, a new four-hour NAIC training course has been developed to incorporate prior requirements plus “Best Interest.” If you have already taken the previously required four-hour NAIC suitability training course as of the date the state adopts the new regulation, you have the option to take an additional state-approved, one-hour specific Best Interest course or the newly-approved, four-hour course.

If you have not taken the existing four-hour NAIC course, you will have to take and pass a newly-approved, four-hour course that incorporates the past requirements, plus Best Interest, prior to soliciting an application.

The date to complete this additional required training is July 1, 2021.

Please visit our “Suitability & Best Interest” webpage for additional information about suitability at our company, including our guides, resource videos, state training requirements, and frequently asked questions.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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WEBINAR | Annuity Awareness Month – Agent Incentive

WEBINAR | Annuity Awareness Month – Agent Incentive

June is Annuity Awareness month which gives us a great opportunity to discuss Annuities with prospects and clients.

Americans are living longer, healthcare costs are rising, and pensions are scarce. Many will rely on personal savings to supplement income.

Join us to discuss how an annuity can provide a solution!

Learn about our New Agent Incentive, Pre-set Appointment and Lead Programs, and much more!

June is Annuity Awareness Month

June is Annuity Awareness Month

June is Annuity Awareness Month

June 4, 2021

June is Annuity Awareness month which gives us a great opportunity to discuss Annuities with prospects and clients. Ask about our Annuity Awareness Month New Agent Incentive!

While Annuities are certainly not suitable for all our client’s assets, they can be an important part of many clients’ overall retirement planning.

All Annuities offered through Pinnacle Financial Services are Fixed or Fixed Indexed. None involve any risk – No Securities License is needed. Provide clients with Guarantees, protection from Market Volatility, and/or Lifetime Income.

Retirement Planning Today & the Need for Safety and Guaranteed Lifetime Income

Americans are living longer, and healthcare costs are rising. For the average 65-year-old, health care costs will be approx. $280,000 over their retirement, further necessitating the need for safety and lifetime income.  See Social Security site – “Retirement & Survivors Benefits: Life Expectancy Calculator”

Most Americans do not have access to Pension Plans that will provide guaranteed income. For many, Social Security will not provide enough income. These people will need to supplement their retirement income with savings –

An Annuity could be the Solution

  • Other current investment options cannot provide the amount of guaranteed lifetime income as the annuity. 

Annuity Quoting Tool – Annuity Rate watch

Every agent contracted at PFS will have access to www.annuityratewatch.com for free. This software will allow you to quote nearly every fixed and fixed indexed annuity out there. Quote MYGAs, FIAs, and even Lifetime Income rider comparisons. Click here for a tutorial

Need Help Finding New Clients?

  • Pre-set appointments for Life & Annuity Sales
  • Lead Programs with Guaranteed Results, CRM, Ongoing Training & Coaching
  • Exclusive Per-Piece Leads and Direct Mail Campaigns
  • Turnkey Seminar/Webinar Selling Systems
  • Detailed client presentation tools and reporting geared for converting prospects into clients!

Marketing / Lead Co-op Available!

(Co-ops are on an individual basis and based on production)

Are you new to Annuity Sales?

If you are just getting started with Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

New to Pinnacle?

We would love the opportunity to earn your business! Click here for contracting Info

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Josh Horton

Josh Horton

Assistant Vice President - Life & Annuity

x7707 | jhorton@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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