PFG Marketing Group, Inc. - Client Presentations.

2440 W. Mission Lane, Suite 11
Phoenix, AZ 85021

Phone:      (800) 944-1831
Local:      (602) 944-2220
    Fax:      (602) 944-8856

E-Mail: pfginfo@pfg-inc.com

Client Presentations - Please scroll down to view more.

Index Annuity vs. The S&P 500 Chart Sample Format: PDF A picture's worth a thousand words..... How easy is it explain how an FIA works so that your client really understands its potential power? This one page presentation provides your client with a visual image of how a Fixed Indexed Annuity works. Show your client how a Fixed Indexed Annuity would have performed compared to the actual historical returns of the S&P 500 Index over a 10, 15 or 20 years period. The Indexed Annuity is non-company specific and can be customized for illustaive purposes. You can choose the cap, bonus and up to four basic interest crediting strategies. To get your own customized copy of this "One Pager", please call your PFG Marketer and ask them to run one for you. It prints as PDF and can be easily e-mailed.	To view sample click on image
Retirement Income Plan Sample Format: PDF How many retirees actually have a retirement income plan that is detailed, mapped out and documented? You can provide one for your client. This sample shows the output from PFG's exclusive Retirement Income Planning Tool. This tool builds an income plan using Fixed Indexed Annuity Income riders as the core product to provide lifetime income for Required expenses. These are the expenses that your client must cover to maintain a basic quality of life - Roof over your head, food on the table, medical etc. If you have a case where your client wants or needs a detailed plan/income analysis, call your PFG Marketer and they can work with you to put together a professional and comprehensive Retirement Income Plan for your client.	To view sample click on image
Annuity Proposal with Income Rider Format: PDF You want to show your client the potential growth opportunity on the annuity values PLUS the strong guarantees for lifetime income. Problem ....Many insurance companies do not provide any software to illustrate both, so PFG to the rescue! We have developed our own proprietary Annuity proposal presentation that can show projections for many of our most popular products. Interest credits are projected off actual S&P historical returns for the basic strategies, like the Annual Point to Point with a Cap, Monthly Average with a Cap, Monthly Cap and Fixed Interest. If our software does not illustrate the product you want to show and the case is large enough to warrant the extra time, we may be able to create one for you. We cannot promise we can do this for all products but it never hurts to ask!	To view sample click on image