About Us

333 views

Published on

Just a presentation on some of the services my company provides...tells you all about \'The Indexed Experts!\'

Published in: Business, Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
333
On SlideShare
0
From Embeds
0
Number of Embeds
21
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

About Us

  1. 1. Advantage Group Associates, Inc. We’re the Indexed Experts!
  2. 2. Sheryl J. Moore <ul><li>President & CEO </li></ul><ul><li>A Decade of Experience </li></ul><ul><li>Licensed Agent </li></ul><ul><li>Competitive Intelligence Expert </li></ul>
  3. 3. AnnuitySpecs.com <ul><li>Houses product specifications for ALL the IA’s in the market </li></ul><ul><li>Daily rate updates </li></ul><ul><li>Side-by-Side Comparisons </li></ul><ul><li>Extensive search tool </li></ul><ul><li>News on SEC’s Rule 151A </li></ul><ul><li>Sales Information </li></ul><ul><li>Houses product specifications for ALL the IA’s in the market </li></ul><ul><li>Daily rate updates </li></ul><ul><li>Side-by-Side Comparisons </li></ul><ul><li>Extensive search tool </li></ul><ul><li>News on SEC’s Rule 151A </li></ul><ul><li>Sales Information </li></ul>
  4. 4. Continued Sample side-by-side comparison
  5. 5. News on Proposed Rule 151A <ul><li>Reactions direct from: </li></ul><ul><ul><li>The SEC </li></ul></ul><ul><ul><li>Indexed Annuity Carriers </li></ul></ul><ul><ul><li>The media </li></ul></ul><ul><li>Up to the minute updates </li></ul><ul><li>Free to the public </li></ul><ul><li>Over 60 “reactions” </li></ul>
  6. 6. LifeSpecs.com <ul><li>Houses product specifications for ALL the Indexed Life products on the market </li></ul><ul><li>Daily rate updates </li></ul><ul><li>Side-by-Side Comparisons </li></ul><ul><li>Extensive search tool </li></ul><ul><li>Sales Information </li></ul>
  7. 7. Continued <ul><li>Sample side-by-side comparison </li></ul>
  8. 8. Advantage Index Sales & Market Report <ul><li>Index Annuity & Life sales figures </li></ul><ul><li>11 th year of publication </li></ul><ul><li>By Quarter basis, representing 99% of the market </li></ul><ul><li>$600 Annually </li></ul><ul><li>Formerly conducted by Jack Marrion </li></ul>
  9. 9. Moore on the Market <ul><li>Monthly Publication </li></ul><ul><ul><li>$360 annually </li></ul></ul><ul><li>Industry news </li></ul><ul><li>Calendar of events </li></ul>
  10. 10. Competitive Intelligence <ul><li>Staying ahead of your competitors </li></ul><ul><li>Positioning your company and product line-up </li></ul><ul><li>Keeping your staff informed of market changes </li></ul><ul><li>Conservation and sales assistance </li></ul><ul><li>Identifying product strength and weaknesses </li></ul><ul><li>Preparing for the sale and selecting an annuity suited for your client </li></ul>
  11. 11. Training <ul><li>Training and education on how to compete to win </li></ul><ul><li>Using analysis on how to appropriately benchmark products </li></ul><ul><li>Maximizing you market research efforts </li></ul><ul><li>Identifying market trends </li></ul>
  12. 12. <ul><li>[email_address] </li></ul><ul><li>www.AnnuitySpecs.com </li></ul><ul><li>www.Lifespecs.com </li></ul><ul><li>[515] 262-2623 </li></ul>

×