Sales Tools

Lazy Money - money not earning interest or purchasing items is Lazy.  Get that lazy money off the sidelines and back to work.

/documents/cms/docs/Lazy_Money_Example.pdf

Beneficiary Form

/documents/cms/docs/Beneficiary_Form.pdf

Sequence of Returns

/documents/cms/docs/The_Sequence_of_Returns.pdf

Index Income Rider Comparison

 /documents/cms/docs/Income_Sample_65m_100k.pdf 

Retirement Income Strategies Workbook

/documents/cms/docs/Retirement_income_strategies_workbook.pdf

Market Power Highlight

/documents/cms/docs/Alpha_-_MarketPower_Recruiting_Flyer.pdf