People put their principal at risk because they don’t know they can use just the yield to accomplish similar results over time.

PRINCIPAL  VS. YIELD
SHARES  VS. OPTIONS
OWNERSHIP  VS. CONTROL
FORESIGHT  VS. HINDSIGHT

The above example powerfully illustrates the difference between investing in traditional market vehicles and the Indexed Annuity.

The Indexed Annuity is nothing like the typical tools people use to grow their money. It’s totally different and does not duplicate other holdings in
their portfolio unless they already own one.

You should learn the story behind the above example and be able to clearly and easily have it roll off your tongue in every presentation.

HERE’S THE STORY…

“THE INDEXED ANNUITY IS NOTHING LIKE THE TYPICAL TOOLS PEOPLE USE TO GROW THEIR MONEY. IT’S TOTALLY DIFFERENT AND DOES NOT DUPLICATE OTHER HOLDINGS IN THEIR PORTFOLIO UNLESS THEY ALREADY OWN ONE.”

Your prospect’s broker probably uses the traditional tools Wall Street offers to grow your prospect’s money. He takes their principal and invests it in shares of something. With shares you end up with ownership. You get all the good and all the bad. You own it. You follow it wherever it leads you. You have no choice. Before your broker takes your money and buys shares of something, he had better have a pretty good idea that what you’re buying is going to go up. He and the investor both need foresight.

By contrast, this is how the Indexed Annuity works. You take the client’s principal and put it in a location safe from market risk— the insurance company’s portfolio of primarily bonds. Then you get very aggressive with just the yield by buying options that allow us to control indexes like the S&P 500. The option gives you the right to participate but not the obligation. That’s why you have control vs. ownership. With this control, using an option that expires one year later, you get to wait and see if the market goes up. If it does, you have the right to participate and lock in any gains. If it doesn’t, you don’t participate and you lose only your yield for that year. By letting a year go by and looking back to see if the market went up only requires hindsight, which is always 20/20.

I wish you great selling,

Karlan Tucker

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