Sales Scripts
To assist you with the
information you need to make a presentation to your client, we
have developed a sales script for each type of illustration that
Catalyst offers. Each type of illustration is presented in detail
in the Sample Cases section of this site. Click on the links
below to view the sales script for the corresponding
illustration:
Deferred Annuity-Annuitization
Annuity Systematic Withdrawals
Taxable Asset-Annuitization
Annuity Annuitization plus Long Term Care
Taxable Asset Annuitization plus Long Term Care
Systematic Withdrawals plus Long Term Care
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