Annuity Sales Tools

Yellow Pad Presentation
This 12-page presentation is the easy yet powerful way to illustrate the many advantages of fixed index annuities.

Income Planning vs. Income Guessing
Easily explain how income riders work, show the flexibility and value your clients will experience, illustrate the “Money Cycle” of accumulation, preservation and distribution in a new way, Apply simple analogies to discuss Retirement Income Strategy with your clients, Offer simple examples of Accumulation Value and Guaranteed Lifetime Income Benefit Value and much more!

The Power of Safety
Client-approved sales tool is convenient for advisors and helps you win over prospects with greater ease. It shows the immediate difference when comparing fixed index annuities to the S&P 500.

The 12 Tax Traps
Using easy-to-understand language, true-life case histories, and actionable solutions, the “Tax Traps” white paper includes a robust set of advanced tools to boost your business with financial and estate planning clients.

Roth IRA Conversion Calculator
Calculator which allows you to run a real world comparison to determine whether converting to a Roth IRA is beneficial to your clients. Click to view a short informational video.
Call your marketer for more details (800) 356-4189.

General Sales Tools

Retirement Analyzer
Retirement Analyzer software users can easily and quickly provide answers to the following client questions.

• Can I continue my present standard of living into my retirement years?
• When can I retire safely without running out of money?
• How could my situation change during turbulent economic times? • How would it affect my family if I die prematurely?
• How would it affect my family if I enter a nursing facility?
• What are the possible solutions if my situation changes?

Click to veiw a short invformational video.

How to Build a Referral-Based Insurance Business
Today’s top producers build much of their business based on referrals. We’ve taken the ideas, insights and strategies of the best producers and created a resourceful Referral Handbook.

Ghost Web-Site
Have your very own unique web-site which has content that both educates and motivates clients to contact you. Web-site includes unique content written by Roccy DeFrancesco, PowerPoint presentations, dynamic content that changes with the industry, all while having the ability to make it look like your own.

RetireCo, Inc.

RetireCo, Inc. and ECA Marketing have joined forces to deliver an industry revolutionizing marketing opportunity.  RetireCo delivers the brand recognition and proven turn-key marketing solutions that financial professionals need to increase production and build a bigger book of business.  By licensing an exclusive territory RetireCo Representatives are able to remain independent, maintain their current contracts and commissions, while participating in co-op national advertising.  If you are ready to work with a company that has a vested interest in your success, look no further than RetireCo.