Taking your Sales to the MAX

This presentation focused on Forester's Advantage Max. The presenter highlighted the product's role in retirement planning, emphasizing its tax-deferred growth, potential tax-advantaged distributions, and tax-free death benefit. Advantage Max offers three payment options: 10-pay, 20-pay, and life pay, with coverage available from ages 0-85. The product includes features like a quit smoking incentive, charity benefit, and customizable riders. A case study illustrated a 35-year-old non-smoker's $6,000 annual premium over 20 years, potentially yielding $312,500 in supplemental income. The presentation also covered the company's financial stability and member benefits.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 53m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning / General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Taking your Sales to the MAX
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Zainab Sheikh

With over 15 years of experience in the financial services industry, Zainab provides strategies, solutions, coaches advisors, and collaborates with MGA partners to our one common goal - achieving success! Zainab is passionate about her community and giving back, which is why she loves the complimentary member benefits the company provides to all policyholders.