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Point of Sale Tools

How would you like a set of "guardrails" guiding you through every sale for more consistent success?  Our Point of Sale Tools offer our advisors simple materials that allow you to walk the client through them to offer a better understanding of the indexed annuity.  Each TAG advisor receives a leather-bound binder with the most current inserts for each of the carriers they're contracted with.  Even top advisors use these tools to help explain and simplify the complex workings of the indexed annuity.


Our Point of Sale Tools have been developed by Karlan, our founder, who has polished this presentation after more than 5,000 interviews with baby boomers over his thriving career.  Karlan and our In-House Sales Team continue to update and perfect the sales process; and as they do, you will be sure to receive each new update along with audio and video tutorials showing you exactly how to use these tools in your appointments.​​​ You can also check out Tucker Tips, TAG Tube, Academy on Wheels, and archived TAGinars​ for more great training resources.


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