Generation 5c+ software comes with
everything you'll need in the fixed annuity arena from A to Z.
There are 7 very important sections within G-5c+ software.
Home – This page is your
electronic manual. The manual includes the following:
1.
Introduction & Overview of G-5c+
2. Seminar Marketing – 1 Very Extensive Seminar Marketing
Training Booklet (21 pages), 10 Seminar Ads, 8 Seminar Forms &
Disclosures and 3 Miscellaneous Items for the Actual Seminar,
and 1 booklet on "Out-of-the-Box" Seminar Marketing.
3. Non-Seminar Marketing – 39 Non-Seminar Solicitations
(including ads & instructions).
4. Several Key Issues – 6 Chapters on Important Subjects
Relating to Miscellaneous Annuity Issues.
5. Analysis of Other Types of Marketing
6. The Appointment Process – 8 Pages on The Basics of The
Appointment Process & The Sale.
7. PAM Delivery Binder – Forms, Printouts, Instructions, and
everything Needed for The Delivery Process.
8. Digital Presentations – 11 Digital Seminar Presentations (in
Power Point & Flash).
9. Marketing Newsletters – Super Producer Monthly Newsletters on
Specialty & “Out-Of-The-Box” Marketing.
10. Creating Agent Networks – 5 Components & Instructions on
Creating an Agent Network.
11. Patefactio
The Primary Solution Case Analyzer
– The Primary Solution Case Analyzer is an electronic fact finder
that sends the agent to the correct “primary” solution to solve the
clients retirement planning and portfolio problems. You simply type
in the case parameters & click on `submit', and the “The Primary
Solution” direction presents itself.
PAM A – PAM is a
multi-dimensional equation designed to help solve mathematical
solutions for individual cases. It is designed to solve two simple
issues, recovery of principal and income planning. That simple
directional theme has helped thousands of seniors, and made many
agents wealthy. Some cases need no income, some cases need to defer
income, and some cases will never need income. Then there are cases
in which recovery of principal is not an issue or involve variations
of principal recovery between asset classes. Pam-A is only one of
your selling systems included in G-5c+. It is to be shown to the
client in your office or in their home via computer . This program
is very clean and simple to understand from the client's point of
view . You can market it, so people never run out of money, never
lose any money, increase their monthly income (if they need it), and
significantly reduce their taxes. For agents, that previous sentence
will be your philosophy of doing business in the fixed annuity
arena. It will be your mantra from now on.
Pam A contains the following programs (that solve for principal,
monthly income, health, market risk, inflation risk, and longevity
risk):
-
Immediate Income/Recovery Solutions (Non-Qualified)
-
Deferred Income/Recovery Solutions (Non-Qualified)
-
Staggered Income/Recovery Solutions (Non-Qualified)
-
Reverse Only-No Conversion Solutions (Qualified)
-
Roth Reverse Conversion (100%) Solutions (Qualified)
-
Roth Recovery of Principal Solutions (Qualified)
-
Roth Leverage Recovery of Principal
100% (Qualified)
-
Aggregate Roth Recovery (Qualified)
In
addition, PAM A includes "built-in" software programs to help
facilitate the selling process…they include:
-
S&P
500 Past Performance Analysis & Withdrawal…Before You Go Broke*
-
S&P 500 Past Performance versus EIA past performance*
-
S&P 500 Future/Trend Line Projection*
-
Retirement Calculator
-
Summary & Tax Analysis
-
8 Sales Flow Charts
Analyzers – We have included the
following 10 analyzers to help you analyze portfolios to help the
client and yourself visually understand various conditions that
warrant attention:
-
Minimum Distribution Analyzer
-
Annuity to Annuity Analyzer
-
Life versus Annuity Analyzer
-
Risk Tolerance Fact Find
-
CD Analyzer*
-
PAM Calculator
-
TSA Calculator
-
Stretch IRA versus Roth Analyzer
-
EIA Analysis
-
EIA Sales Flow Chart
Modules – We have included the
following 7 specialty modules designed to help facilitate the sales
process.
-
Module 2b – Annual Premiums
-
Module 9 – Before & After Tax Analysis
-
Module 3 – Micro Solutions
-
Module 10c - 72t Calculator (new version)
-
Module 12c - Designer Solutions (new version)
-
Drip Campaign Software
Miscellaneous – We have included 72
supplementary software programs, that covers marketing, investment
analysis, disclosures, administrative programs, and other various
programs to help you make money.
Audio Training – We have
included 8 "built-in" audio lessons within PAM-A (Non-Qualified &
Qualified) solutions. In addition, we have also included audio
lessons on Dinner Seminars, The Primary Solution, Problems With Your
Selling Process, and 2 lessons on The Basics of Income-Recovery
Planning.
We are
the leader and inventor of income-recovery software. We have more
experience than anyone in the field. We know what works and what
does not work in the field. Don’t purchase cheap, error ridden
software from copycats who “have tried” to replicate software we
developed 10+ years ago…which we no longer even sell. We offer
superior solutions years ahead of the competition.
If you want to make more money than your
competition…then purchase the software that has made thousands rich
beyond their dreams.
