Top 10 Reasons to Place Your Business with PFG

1. Training- online training will prepare you for any situation you may face in your day to day business. A few examples of our tutorials include Qualified versus Non-Qualified accounts, How to present surrender charges to a client, Roth IRA and Roth IRA conversion, and Product training on every product we offer.






2. Production Tracking – all of your business done with PFG will be tracked by day, month, year and company. With a keystroke you can see complete detail of all business you have ever produced through PFG. Use this to monitor your progress from year to year and know exactly what is going on in your business




3. Contracting Detail – at your fingertips you can see all of your contracts through PFG including your producer numbers with each carrier.




4. Products- not only do we offer products from the top annuity companies you can use our product search engine to find the perfect product fit for your client in almost any situation. Search by product type, duration, bonus, commission, issue age, company, etc.




5. Calculators and Illustrations- online and downloadable calculators to assist you in closing sales. Demonstrate the benefits of Roth conversion, tax-deferral, taxable equivalent yield, triple split income planning, Social Security tax reduction to name a few.




6. Consumer Presentations- imagine having the best sales presentations from the industry’s top producers at your fingertips. Each presentation and complete script is available to you for each of these powerful presentations.




7. Seminar/Workshop Presentations- Compliance approved Retirement Success Workshop along with complete script and voice over training to teach you how to give the seminar like a pro. Our Roth Conversion Seminar is a one hour seminar presentation that will make you the Roth Conversion expert in your community. Convert millions of dollars of qualified money to Roth IRA accounts with this workshop. This will be the hottest topic in the business for the next two years.




8. Retirement Income Planning Software and Training- you are aware of this huge opportunity but few advisors have mastered the process. Our Income Planning Tool makes you the expert. Learn how to use this tool to put together a 14 page comprehensive retirement income plan for retirees. The average annuity sale on these cases is in excess of $200,000. The software and complete training are available exclusively to PFG agents. If you prefer, you do the fact finding and our in house consultant will put together the plan for you. Your competition does not have this.




9. FIA Comparison Calculator- with this exclusive calculator you can compare an FIA’s accumulation value and income account value to the S&P 500 Index for any 10,15, or 20 year period.




10. Personal Attention- at PFG you will work with the same Marketing Consultant every time. The same person will handle your contracting and new business every time. Our mission statement is Relentless Support for Financial Professionals and we take that very seriously. Long term, profitable relationships are the life blood of our business and it is our goal to become your business partner and to be indispensable to the success of your practice.

If you’d like to know more about the above tools go to the Training tab on our home page and check it out. I ask that you give us the opportunity to show you what it is like to work with a Marketing Organization that understands your challenges and is committed to providing you the best support in the industry. If at anytime you are not satisfied with the support our firm gives you all you need do is request a release and it will be granted. Given the opportunity we will earn your business!

Sincerely,

Mike Ford
President