Browse Most Recent Offers
2015 Retirement Cheat SheetJuly 23, 2015
Make sure you can answer your clients' most common questions regarding 401(k), IRA, ROTH, TSP and other qualified accounts with Magellan Financial's easy to use quick reference "Qualified Plan Cheat Sheet".
Index Annuity With Over 7% ReturnsJune 5, 2015
Magellan Financial has the solution for clients that are looking for growth. With several new products and uncapped indexing options, the conversation isn't just about income anymore.
Instant Download: Retirement Timing Calculator & Agent Guide April 29, 2015
As part of Magellan Financial’s “Pillars of Retirement Planning”, we have recently added an important training piece and calculator that we are giving away FREE. It's only for a limited time so make sure you get in while you still can.
2015 Tax Tipoff – Get in on the MadnessMarch 9, 2015
Understanding Required Minimum Distributions (RMD) and showing clients the need for an advisor that specializes in "Distribution Planning" will dramatically increase your sales and the RMD Planning Playbook can help you uncover additional sales solutions during tax season.
3 Biggest Problems with Social Security MarketingJanuary 16, 2015
At Magellan Financial, we have been testing and perfecting our Social Security marketing system for the last 3 years and the results speak volumes. Before you do your next workshop, download the helpful PDF we created based on feedback from Top Producers just like you.
[PDF] 2015 Social Security Updates and "Cheat Sheet"October 19, 2014
If you are doing Social Security Seminars or Social Security Planning with your clients, this quick reference guide for advisors will help you answer some of the most common and apply the key concepts.
3 Steps to Social Security Sales SuccessSeptember 26, 2014
For a limited time, Magellan Financial is offering an inside look into the 3 step appointment process that is currently being used by our top producers to generate 300-400 new appointments and $15 Million in new sales per year. Download this white paper for free now!
Showing: 1 -