Annuity Update

Our Annuity spreadsheets are below. They list all the carriers we work with for annuities. Call us today to license with any of these carriers. Point of sale forms are available on our website, make sure to ask for a passcode for forms and the spreadsheets when you call in.

MYRG Spreadsheets

Bonus Spreadsheets

Index Spreadsheets


Annuity Pick of the Week

• 4.45% current first year rate
• 10 year contract with free out after 5 years
• Interest only payments after 30 days
• 10% free withdrawals after first year
• Nursing home and terminal illness waiver
• Full value death benefit
• 6.25% commission!!

Call Chuck or email chuck@vmgweb.com for more information on this week’s annuity!

Take advantage of 5.10% for 5 years while it lasts!! Call for details.

Offer your clients very strong index annuities linked to the Dow with some of the best commissions in the industry! Here’s a NEW client presentation on the RBC Choice series to help you do it. Call for contracting to market these exciting new products!


Talk to your clients about whether a CD or SPIA is right for them.

TIME for Annuities – 3/08/07 Issue

Need a SPIA Quote? We've got all the Top Carriers and Top Comp available for you Immediate Annuity cases. Fill out our SPIA Quote Request Form and fax back to Chuck at 586-948-4515 .

DI & LTC Update

Visionary Marketing can get coverage for your declined or rated LTC cases. We'll have a tentative underwriting offer back to you within 4 hours of submitting our LTC quote form, simply print this questionnaire and complete and fax to Melissa at 586.948.4515 .

Life Update

Be sure to look at our UL, SUL and Index product review spreadsheets.
Universal Life Single Life Product Review/Spreadsheet
Indexed UL/SUL Life Product Review/Spreadsheet
Survivorship Universal Life Product Review/Spreadsheet
Protection UL-G — Do you have older clients looking for lifetime guaranteed coverage?

Advance Market Update

If you or your clients participated in the Montgomery Capital Premium Finance Program (MCC), it is very important that you contact us immediately.

ILIT Rescue
How to get a policy out of an irrevocable trust


Here is the new version of the Tax Reference Guide for 2007. This is a great tool to keep in your briefcase for reference.