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2015 Retirement Cheat Sheet
2015 Retirement Cheat Sheet
July 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% Returns
Index Annuity With Over 7% Returns
June 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
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.

New 2015 Social Security Slides & Sample Report
New 2015 Social Security Slides & Sample Report
April 7, 2015
To let you "see behind the curtain", Magellan Financial is offering a limited opportunity to download the complete Social Security 24/7 Agent Seminar in PDF format.

2015 Tax Tipoff – Get in on the Madness
2015 Tax Tipoff – Get in on the Madness
March 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 Marketing
3 Biggest Problems with Social Security Marketing
January 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\"
[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 Success
3 Steps to Social Security Sales Success
September 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!

Preview Our New Retirement Planning Client Seminar - Slides and Handouts
Preview Our New Retirement Planning Client Seminar - Slides and Handouts
August 19, 2014
This all new workshop combines the key components from our popular Social Security seminar, along with indexing and distribution concepts to specifically target Boomers with qualified retirement accounts. Download a sneak preview now!

The Power of Indexing: Minimizing Market Risk in Retirement
The Power of Indexing: Minimizing Market Risk in Retirement
June 30, 2014
For a limited time, Magellan Financial is offering download access to a sneak peek, sample version of one of the handouts from our all new Retirement Income workshop "Pillars of Retirement Planning".

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