RAM Group

Where Successful Agents Find A Home…

 

Financial Tools

*The following tools are available only to contracted agents at reduced costs or some possibly free. Please contact us at 800-686-4238 or email us at rohrerj@charter.net if you are interested.

·       Strategies (Fantastic & unique agent/client presentation system offered via CMIC)

 

·       CD Rom Business Cards: Your choice of eight topics in hot new presentations for your clients to view on their computers! Cards start as a conversation piece and result in a clear, concise presentation for your customers. Cards are a fraction of the cost of videos and stimulate a great deal of interest…plus they can be personalized for you!

 

·       CD vs Annuity Video: A point of sale video, which explains the design of a Tax Deferred Annuity for clients in any situation. Presentation is of excellent quality.

 

·       Indexed Annuity OR Fixed Annuity Flipcharts: Professional point of sale pieces designed to help you close more sales!

 

·       Plan Lab: Advanced IRA distribution, estate and tax planning software with complete analysis and case design capabilities.

For Agent/Broker Use Only


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