Tools: Variable Annuities

Describing variable annuities can be tough. So Ibbotson has added a new module to its SalesBuilder presentation series called Variable Annuity Investing. The package consists of 15 NASD-reviewed PowerPoint slides that explain and illustrate annuity benefits. The Why Consider a Variable Annuity slide summarizes: 1) build retirement assets, 2) tax-deferred accumulation, 3) choice of investment options,

Describing variable annuities can be tough. So Ibbotson has added a new module to its SalesBuilder presentation series called “Variable Annuity Investing.”

The package consists of 15 NASD-reviewed PowerPoint slides that explain and illustrate annuity benefits. The “Why Consider a Variable Annuity” slide summarizes: 1) build retirement assets, 2) tax-deferred accumulation, 3) choice of investment options, 4) guaranteed death benefit options, and 5) income payments you cannot outlive.

Be warned. Some slides in this module appear in other SalesBuilder modules, so you may already have a few if you own another package.

The “Variable Annuity Investing” presentation costs $100 and can be downloaded from Ibbotson's Web site at www.ibbotson.com or delivered on CD-ROM. Call 800/758-3557.

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