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_Rider_Comparison_Age_60_OH.pdf
Retirement Income Strategies Workbook
/documents/cms/docs/Retirement_income_strategies_workbook.pdf
Market Power Highlight
/documents/cms/docs/Alpha_-_MarketPower_Recruiting_Flyer.pdf
Marijuana Underwriting Guidelines
https://alphaib.com/documents/cms/docs/Alpha_Marijuana_Guidelines_Chart_3-1-22.pdf
Cigar Underwriting Guidelines