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Agent Handouts

Handouts to be used by agents for training and studying purposes only. These documents should not be left with clients during appointments.

Leave Behind Toolkit

A collection of leave behind materials used by top producer Chad Owen during client appointments. Consists of articles written about annuities by industry professionals along with other important documents. These materials can be printed and used in your own appointments.

Client Handouts

Handouts created to ease the appointment process and bring clarity to your clients. These documents can be left with your clients, and should be run through your compliance department prior to use.

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  • Leave Behind Toolkit

Annuity & Life Insurance Hybrid Fact Finder

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History of Annuities & Articles – Full Color

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History of Annuities – Grayscale

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MOVING TO A NEW COMPANY & WHAT TO EXPECT

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Mini Fact Finder

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What Option Matters Most?

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Single or Joint Pay: Things to Consider

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Creating A Plan For Living or Death

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Calculating Growth In A Fixed Indexed Annuity

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4 Types of Annuities

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Wade Pfau: Pandemic Tears Up 4% Rule

An article by Jane Wollman Rusoff from April 2020.

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Retirees Longevity Protection

An excerpt from Wade Pfau’s book, “Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement” from September 2019.

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Bear Markets

Chart from North American Company – illustrates bear markets from 1929-2009.

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Virtual Appointment: Information & Equipment

A new document created during the COVID-19 pandemic, a list of equipment Chad uses for virtual appointments.

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Moving to a New Company: What to Expect During the Process

A new document created during the COVID-19 pandemic, given to clients to guide them through the sales process from appointment to policy delivery.

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2021 Social Security and Medicare Guide

A helpful guide outlining Social Security and Medicare benefits and taxes by Allianz.

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Fact Finder (FILLABLE)

One of the most valuable tools of Chad’s appointment process – A FILLABLE VERSION! This document helps to gather specific and critical information from the client, now straight on your laptop or tablet.

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Safety of Life Insurance Companies excerpt

Excerpt from Feb. 2009 article by MSN Money.

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Annuities Can Be A Great Way to Invest Safely

Article from January 2012 by NASDAQ and RTT News.

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4 Percent Withdrawal Rate May Be Too High for Today’s Retirees

Article from October 2011 by Steve Vernon of CBS Money Watch.

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Long-Term Care Snapshot

A great visual with information on LTC provided by longtermcare.gov

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What Are You Willing to Risk?

A visual illustration to present to clients showing the 3 directions money can go. Created Nov. 2019 by Chad Owen.

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Shiller FIA Report

An article from March 2019 by Barclays Sales and Trading (Abramczyk, Akella, Shiller, Wen).

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Source of Funds Disclosure Statement

A waiver Chad recently added to the back of his applications. This document is customizable, replace the red text with your name and state.

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IRS Rollover Chart

A great cheat sheet for agents to reference where money rolls from and to.

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Happiness Study | Make Sure Retirement Protection Is In Your Future

Article from March 2019 by the Alliance for Lifetime Income.

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Fifth Annual Guaranteed Lifetime Income Study (GLIS)

2019 GLIS by Greenwald & Associates and CANNEX.

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50 Unfortunate Truths About Investing

Article from November 2012 by Morgan Housel of The Motley Fool.

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Transfer Guide

An insider’s guide to most major financial institutions for transferring money. Overnight mailing addresses, phone numbers, medallion signature requirements, etc.

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Benefits of Indexed Annuities

A visual comparison of indexed annuities and the S&P 500 with an annual reset.

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Fixed Indexed Annuities: Consider the Alternative

Document from January 2018 by Roger Ibbotson of Zebra Capital Management.

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Why I Pick the Company and Product I Do

An optional document to fill out at the end of an application; outlines the top 4 reasons why and how Chad expertly chooses a company and product for his client for suitability purposes.

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Client Account Information Form

Meant to be filled out with the client during the discovery portion of the appointment; discovering where the client’s money is located and if any financial vehicles are already in place.

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Fact Finder

One of the most valuable tools of Chad’s appointment process – this document helps to gather specific and critical information from the client.

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Knowing Your Variable Annuity

Meant to be filled out with the client during the discovery portion of the appointment; discovering where the client’s money is located and if a variable annuity is in place. 

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Appointment Process

The appointment process of $165M+ solo producer, Chad Owen, broken down step by step. 

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Appointment Objections

Appointment objections and how to respond like an expert – the most common objections heard from clients divided into 3 main categories and the corresponding responses that will help navigate the appointment.

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RMD Schedule

Required minimum IRA distribution listed out line by line, age 70 – 115.

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Monthly Budget Form

A detailed chart for outlining a client’s monthly income and expenses, helping to locate where the surplus or shortage is and how that affects guaranteed income for life.

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Wouldn’t It Be Great

Wouldn’t it be great if your broker, financial planner, banker said what they actually meant? A compilation of quotes that portray the real meaning behind many of the common phrases used by brokers.

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Why Do I Want a Fixed Indexed Annuity?

A list of 10 reasons why the fixed indexed annuity is the gold standard for safety, how the client’s money is protected, and how income for life is guaranteed. 50478

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What Your Ex Will Say

What your ex-broker, ex-financial planner, ex-money manager will say when you (the client) break up with them. A collection of quotes that the client may hear when they decide to move their money from volatility to safety and security.

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How Various Products Compare To Safe Money

A visual table of line by line comparisons of safe money and risk money. Includes prinicpal and growth protection, insured assets, market protection, liquidity, riders, income for life, LTC, pros and cons for 11 different types of financial vehicles.

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How Do I Feel About Money and the Situation I’m In?

20 questions for retirees to ask themselves and reflect about their retirement and income for life.

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How Long Does Your Money Need To Last?

How long do you think you’ll live and how long does your money need to last? A visual comparison of life expectancies of men, women, and couples and how these affect retirement perceptions.

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“A” List Client

Are you an “A” list client to your advisor? A great document that outlines some of the most outlandish things heard from advisors of how to cater to their big investment clients and where that leaves the “C list” clients.

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Bear and Bull Markets In The U.S.

A visual snapshot of all “bear” and “bull” markets in the US from 1926-2017.

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Market Comparison Chart

A visual comparison of income for life, safe money, risk money, and risk money with a fee; how these products perform and compare.

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Allianz CSI 232

Document from Allianz – protect a portion of your retirement savings from loss, what it takes to make up losses.

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Truth About FIA’s

Document from Allianz – the truth about fixed indexed annuities, misperceptions vs. realities.

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Retirement Timeline

Document from Allianz – a visual retirement timeline.

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Allianz CSI 312

Document from Allianz – statistics and protecting your retirement assets.

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Athene Accolades

Article from September 2017 by Business Wire.

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2021 Tax Guide

Current tax summary provided by Allianz Life Insurance Co.

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Social Security Myths and Misconceptions

An article from September 2017.

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How Safe Is Your Insurance Company?

Article from October 2008 by Sean Scully of Time Business.

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Safety Of Life Insurance Companies

Excerpt from February 2009 article on MSN.

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Retirees Need Less Stocks, More Annuities

Article from July 2011 by Robert Powell of MarketWatch.

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Retirees Should Have More Annuities, Fewer Stocks

Article from July 2011 by Robert Powell of Smart Money.

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Journalist Guide To Indexed Annuities

Document from July 2012 by the National Association for Fixed Annuities.

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Tony Robbins and Suze Orman

Excerpts from 2016, Tony Robbins’ Money Master the Game and Suze Orman’s The Road to Wealth.

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What Is A Safety-First Retirement Plan?

Article from April 2016 by Wade Pfau, professor at The American College.

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One Of The Nation’s Largest Pension Funds Could Soon Cut Benefits

Article from April 2016 by Jonnelle Marte of The Washington Post.

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How To Get Guaranteed Income If You Don’t Have A Pension

Article from September 2016 by Sharon Epperson & Katie Young of CNBC.

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State, Local Governments Way Behind On Funding Pensions

Article from October 2016 by Rachel Greszier of The Heritage Foundation’s Center for Data Analysis.

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DOW 20000

Article from January 2017 by Jason Zweig of The Wall Street Journal.

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In Unprecedented Move Pension Plan Cuts Benefits Promised To Retirees

Article from January 2017 by Jonnelle Marte of The Washington Post.

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America’s Utterly Predictable Tsunami Of Pension Problems

Article from February 2017 by George Will of The Washington Post.

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Retirement Planning Course Corrections To Consider

Article from March 2017 by Steve Vernon of MoneyWatch.

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Wall Street Warns Downturn Coming

Article from August 2017 by Sid Verma and Cecile Gutscher of MSN.

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10 Years After the Crisis: Bankers Life

Document from February 2017 by Bankers Life Center for a Secure Retirement. cH

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Looking for Guaranteed Lifetime Income

Article from November 2018 by Michael Finke, PhD of The American College.

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Too Little Too Late

Article from August 2018 by Tara Siegel Bernard.

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Guggenheim Investment Chief Sees a Recession

Article from April 2018 by Jeff Cox of CNBC.

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Ibbotson: Fixed Indexed Annuities Beat Out Bonds

Article from April 2018 by Roger Ibbotson of WealthManagement.com

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Greenwald & Associates (GLIS) Fact Sheet

Document from 2018 by Greenwald & Associates.

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Financial Fragility of Retirees

Document from February 2018 by Steven Sass of the Center for Retirement Research at Boston College.

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