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Sample Cases |
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Sample Cases
Catalyst offers six different illustration options, depending on the needs of your client. With each scenario, the following is provided: (1) an in-depth explanation of the target market, (2) an on-screen view of the two-page proposal, (3) a study of each section of the corresponding proposal, and (4) a sales script for the corresponding proposal.
Deferred Annuity-Annuitization
Deferred Annuity-Systematic Withdrawals
Deferred Annuity-Annuitization Plus Long Term Care
Taxable Asset Annuitization plus Long Term Care
Systematic Withdrawals plus Long Term Care
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