RE: Sales meeting videos

Market =
Update: Coronavirus continues to drive the markets down. All three major =
indices (Dow, S&P 500, NASDAQ) all had their largest single day =
drops in history. These major indices are now down between 10-15% for =
the week and are now officially a =E2=80=98correction=E2=80=99 from =
all-time highs.

This presents a great =
opportunity to call clients and let them know they=E2=80=99re safe from =
the correction and that=E2=80=99s the power of the FIA =E2=80=93 =
you=E2=80=99re protected from downside market risk. Another note =
=E2=80=93 clients are able to reset annually and get to start at the =
market lows come renewal time.

 

Interest =
rates are at all-time lows with the Treasury now at 1.15%. We might see =
some actions by insurance carriers in response to the 10-year with rate =
decreases. This also presents another opportunity for clients who are on =
the fence about purchasing an annuity =E2=80=93 lock in a higher rate =
NOW!

 

Overview of F&G=E2=80=99s Power Accumulator 10 =
product with ETF indices from Blackrock. The Power Accumulator has the =
same framework at the Accumulator Plus, with the only difference being =
the indices. These ETFs are great ways to access the S&P500, MSCI =
EAFE, Real Estate and Gold without actually being invested into the =
underlying assets and paying the associated fees. Blackrock is also the =
same asset manager that manages the TSP funds.

 

We will have =
a monthly distribution of index returns from Athene & F&G. These =
should help when considering annual renewals and how to re-allocate your =
client=E2=80=99s funds.

 

Introduction =
of new team members:

Dion Labor =
=E2=80=93 Houston, TX

Josh Liteky =
=E2=80=93 Dallas, TX

Billy Muse =
=E2=80=93 Baltimore, MD

Woodrow =
Lockett =E2=80=93 Atlanta, GA

Matt =
Monkewicz =E2=80=93 Honolulu, HI

Tony =
Gaujot =E2=80=93 Nashville, TN

 

It=E2=80=99s =
important to note the key differences between the FSA and HSA for =
federal employees. Also, if they don=E2=80=99t use it =E2=80=93 they =
lose it.

 

We will discuss Athene=E2=80=99s new COD form and new =
indices on our next call.

 

Tips from =
the field: Always call the transferring company when moving money so =
they don=E2=80=99t convince the clients to keep it there =E2=80=93 Matt =
D. Bobby G talked to a limo driver three years ago and he just reached =
out to help his wife with retirement who=E2=80=99s a VA =
employee.

 

 

From: =
GPIS Marketing <marketing@gpis4u.org>
Sent: Friday, =
February 28, 2020 12:53 PM
To: Sam Wiss =
<swiss@gpis4u.org>
Subject: Sales meeting =
videos