Over the past 15 years, seniors have plunked BILLIONS of dollars into annuities (Variable Insurance Research and Data Service First Half Report 1999). Yet, in my work assisting people to prepare for and enjoy retirement, I find that many people do not understand the risks, rewards or the workings of their insurance! Yes, BILLIONS have been poured into annuities that the consumers do not really understand!

Actual Testimonials, We furnish References on request

Met with Bill and Mary on Wednesday, July 27th at their home. The Beasley's have approximately $350,000 in assets in their portfolios with Morgan Stanley. Bill Beasley in particular is quite angry with the performance and dishonesty of their current broker. I explained to them the risk in their current portfolio and showed them that their assets could be reallocated into a much more conservative plan.

A way that will guarantee their portfolio from loss and even grant them an entry cash bonus. We are meeting in two weeks to hopefully transfer these assets, and start a relationship with them that will make them feel secure. I am sending a follow up letter to them beforehand to thank them both. thank you again for establishing contact with them and getting us an initial appointment.

THE FOLLOWING ARE SOME RECENT REPORTS FROM INSURANCE AGENTS THAT SIGNED UP WITH US.

From: info@annuitymarketing.net
To: info@annuitymarketing.net
Sent: 1/6/2012 8:29:33 A.M. Pacific Standard Time
Subj: Form submission from: Submit Schedule

Submitted on Friday, January 6, 2012 - 09:29
Submitted by anonymous user: [98.114.72.16]
Submitted values are:

Your Name: Elizabeth R........

Your Phone Number: 267-973-****
Subject: Report of 01-06-12 appointment
Message:
Mr. Vernon Frost. This appointment went fairly well. I completed a needs
analysis and will be contacting him next week for follow-up. Prospect didn't
seem to know how the telemarketer got his information. He doesn't remember
sending in a card.

Elizabeth R.
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Please book me solid on Thursday, 1/12/12 - please, at least 3 to 4 meetings this day!

I had some great meetings you scheduled for me last week - thank you!

Best - Amy
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Submitted on Monday, January 9, 2012 - 08:37
Submitted by anonymous user: [76.101.200.235]
Submitted values are:

Your Name and Zip Code: Peter L. 34109
Your Email Address: plem***@comcast.net
Your Phone Number: 239-594-****
Subject: Appointment disposition & schedule
Message:
01/11/2012: 12-3
01/12/2012: 10-3
01/13/2012: 10-3

Mrs. Tumpson- She had renewed her annuity recently (<12 mos.).
Learned that she has three IRAs (value unknown) and uses them for income.
Suggested that she consider setting up stretch IRAs and she was interested in
leaving them to her grandchildren. She won't be able to deal with this for
two months as she is going to be a caregiver to her son (59 yrs. old) who had
a stroke. Estimated value of IRAs is over $1,000,000.

Submitted on Monday, January 16, 2012 - 14:05 Submitted by anonymous user: [205.144.127.75] Submitted values are:

Your Name and Zip Code: Amy Cramer
Your Email Address: cramer@****.com Your Phone Number: 847-498-****
Subject: Schedule for week of 1/16/12
Message:
Hello!

Please book me up for both Wednesday and Thursday mornings, anytime 9-12.

Thanks so much!

Working on several cases from you right now - will most likely be writing some policies from your leads later this week and have a huge meeting scheduled already for next week from a first meeting you scheduled for me back in December. Will keep you posted with the good news!! Keep up the great work!! :)

Ray Evans
Your Email Address: eray******@hotmail.com Your Zip Code: 27416 Your Phone Number: 336-456-****
Subject: Schedule
Message:
Thanks for the good appt last week with Mr. Warren. I will touch base with him again next week and see where it goes from there. Make all my appointments like that or better and you will have a loyal client.