1 (800) 772-6881 x7731 | sales@pfsinsurance.com
1 (800) 772-6881
support@pfsinsurance.com
Here at Pinnacle Financial Services, we get asked every day about annuity lead programs. What are the best ones? Costs associated? And how to work them.
We provide agents with pre-set appointments with State and Federal employees at a very low cost. This program sets exclusive appointments with pension eligible employees. No commitment or up-front cost. Can be on appointment and selling very quickly. Pre-Set Appointment Best Practices
If you are just getting started with Life Insurance & Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.
Pre-Set Appointments with teachers (k-12 and state colleges/universities), hospital employees, police, firemen, and veterans. All are state or federal pension eligible and/or have individual retirement accounts. You pick when you want appointments through a shared calendar. Appointments currently held virtually using ZOOM , GoToMeeting , or just via phone. No up-front startup costs. Only pay for appointments that are kept. You are not charged for canceled or rescheduled appointments.
We have a wide range of carriers for life insurance & annuities. Commissions are paid directly from the carrier and differ between carrier and product. You can expect upwards of 100% of the first years premium as a commission on life insurance, and between 6% and 8% commission on annuities (on average).
Every agent contracted at PFS will have access to Annuity Ratewatch 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.
There are so many solutions out there today. Keeping things simple and conceptual for clients is important. These easy 1 pagers can help convey concepts in a clear concise manner. Click here to receive highlight sheets.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Assistant Vice President - Life & Annuity
1 (800) 772-6881
support@pfsinsurance.com
Earlier today, it was announced that our parent company, American Financial Group, Inc., has entered into a definitive agreement to sell its Annuity business to Massachusetts Mutual Life Insurance Company (MassMutual). Under the terms of the agreement, MassMutual will acquire Great American Life Insurance Company (GALIC) and its two insurance subsidiaries, Annuity Investors Life Insurance Company and Manhattan National Life Insurance Company. The sale is expected to close in the second quarter of 2021.
We believe this transaction presents an excellent opportunity for GALIC and MassMutual to be one of the leading providers of traditional fixed and indexed annuities in major distribution channels and markets. GALIC will operate as a subsidiary of MassMutual and will remain headquartered in Cincinnati. This ensures that the agreement will have no impact on GALIC’s relationships with and commitments to its annuity distribution partners and policyholders. In fact, we believe MassMutual’s AM Best rating of “A++” (Superior) and its S&P rating of “AA+” (Very Strong) will result in enhanced agent recruitment and policyholder retention.
As always, we thank you for your business and continued commitment to our company.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
1 (800) 772-6881
support@pfsinsurance.com
American Equity is proud to offer simple, transparent products at competitive rates within the industry. We remain committed to helping our contract owners protect their retirement dollars.
We will be making changes to our rates on the GuaranteeShield fixed annuity product series. These changes are effective Monday, Feb. 8, 2021.
For your client to qualify for the current rate, applications along with cash or 1035/Direct Transfer paperwork must be received in our office by 1 p.m. CST Friday, Feb. 5, 2021. Transfer funds must be received by 4:45 p.m. CST Tuesday, March 9, 2021.
| GuaranteeShield 3 | CURRENT RATE | NEW RATE |
| Fixed Rate | 2.40% | 2.10% |
| GuaranteeShield 5 | CURRENT RATE | NEW RATE |
| Fixed Rate | 2.65% | 2.50% |
Thank you for your continued business with American Equity. If you have any questions, please call Marketing at 888-647-1371.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
1 (800) 772-6881
support@pfsinsurance.com
If you are not yet appointed with Oceanview, please contact your upline and access our contracting forms on SureLC. In addition to the contracting paperwork, you will have access to product training on all products, including the new Harbourview FIA.
Producers already appointed with Oceanview, please click the link below to access the FIA Product Training Module. An additional link to the required Attestation Form is also provided.
Please review the product training then sign and submit the Attestation Form by one of the following methods:
Applications are available at www.oceanviewlife.com. If you have any additional questions, please call us at 833.656.7455.
Thank you for your business and continued support as we enter the new year!
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
1 (800) 772-6881
support@pfsinsurance.com