How PTT Financial Stands Out in Financial/Indexed Products

When people think of retiring, they have one big fear: Outliving their money. As an insurance agent and financial planner, you can help them overcome that challenge with indexed products. Indexed products can be structured to provide income for the duration of one’s lifetime. Furthermore, they may offer attractive tax and legacy-building advantages for your clients. As a PTT Financial agent, you can help clients achieve their dreams by using indexed annuities and universal life insurance.

Trainings:

how-ptt-financial-stands-out-in-financial-indexed-products

7 Steps for Business Builder System:

  • Target Market
  • Approach & Contact

  • Flip Chart

  • Client Financial Needs Analysis

  • Find the Money

  • Illustration

  • The Close

how-ptt-financial-stands-out-in-financial-indexed-products

PTT Top Producer Trip:

  • Achieve $75,000 from January to December
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products
how-ptt-financial-stands-out-in-financial-indexed-products