Enhance your professional image
	Energize your prospecting
	Turn your web site into a sales machine
	Maximize sales to existing customers
	Create powerful prospecting emails
	Pre-sell products & services

Soft-Sells are animated sales presentations and sales teasers that can be used on a desktop, laptop or web site. They can be used as stand alone sales aids or merged into an integrated marketing plan - Ask up about 'Tag Line' Advertising.

Click the Blue Heading below to view the desired Soft-Sell - (Soft-Sells are licensed to our agent's free of charge)

A Retirement Plan without long term care provisions, is like a car without breaks! - Simple 11 page presentation that stresses the need for long term care insurance in any retirement plan.



There are hidden costs in your 401K that can shrink your retirement income! - A short tutorial that stresses the advantages of life insurance in the pension max sale.



Wealth Transfer Increases Money Passed to Heirs? - 12 page presentation hits the high points of wealth transfer and pre-qualifies the prospect.



How to Get Rich in the Stock Market! - The stock market is a risky place, Equity Indexed Annuities offer a way to avoid market risk and still get equity based returns. (Under Construction)

Tax Free Retirement - If you are a business owner, you can retire on never taxed dollars, but you must make the election NOW! Detailed Presentation Version - Click Here

Jump $tart - A low cost way for parents and grandparents to trigger wealth creation in future generations. Clean concept - Quick sale. (Coming Soon!)

Be Debt Free in 8 Years - Liability Management is a new field of financial planning. Help your clients be debt free (including mortgages) plus earn healthy commissions. For the integrated Retirement Planning and Debt Reduction Presentation - Click Here

GEAR / 401k Wrap - GEAR is a group permanent plan that can be designed to complement a 401k and provide additional flexibility for their retirement planning.

Why Buy Term - When you can get it for free? - Our 'Money Back Term' Soft-Sell is designed to increase ROP term sales. Take a peek - This one sells itself!


Pension Protection Act 2006 - A Tax Gift for Small Business - The Pension Protection Act contains dozens of provisions that let Small Business Owners add extra cash to their personal retirement funds. Our presentation is a teaser of tax magic techniques. Increase your sales by showing business owners how to allocate 80% to 100% of contributions to their own personal accounts. This is a great prospecting tools and perfect for image building with CPA's and other centers of influence.


The 11 Most Common Estate Tax Mistakes! Detailed presentation that educates the client about estate planning, while selling the value of advanced estate planning concepts. (Coming Soon!)

ESOP - The Best Tax Shelter Ever Employee Stock Option Plans are perhaps the best prospecting tool for the mid-sized corporate market, but they are greatly misunderstood. Learning to speak knowledgeably about ESOPs can enhance your ability to open executive doors. Even if you never sell an ESOP, just talking about them, will put you a step ahead of your competition and cause owner/executives to be more open with you about the financial details of their company. (Under Construction)

LIRO - Every qualified retirement plan faces a triple threat. The LIRO design uses indexed life insurance to maximize retirement payouts; offset inflation and replace income lost to taxes.

Executive LIRO - Business version of LIRO implements as an executive benefit. Uses tax free loan features of indexed life insurance to maximize pension payouts, offset inflation and fund optional retirement bonus. Business receives policy loans tax free, but deducts payouts to the executive! (Coming Soon!)

How Small Business Owners Can Use Tax Savings to Fund Their Retirement - Business owners have a number of ways to fund their retirement. Making the proper choice can leave enough tax saving on the table to fund a substantial retirement income. This soft-sell show business owner's how! (Coming Soon!)