PFG Marketing Group, Inc. - Various Topics.

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

Various Topics - Please scroll down to view more.

Roth Conversion

Format: Video

Roth conversions are a hot topic because everyone likes the idea of "Tax-Free". It is definitely an item that peaks many clients' interest especially if they have an IRA where they do not want or need the income. One of the key benefits of having a conversational knowledge of Roth IRA conversions is that it often leads to other sales even if the client decides not to pursue the conversion as is quite often the case.

View this detailed and informative presentation that will help you get your talking points down on Roth IRA conversions.

To view presentation click on image

Variable Annuities Revealed

Format: Video

You are talking to a potential client and they either have or are thinking about purchasing a Variable Annuity. How do you present a better option?

Take a look at this "eye-opening" overview of Variable Annuities. Unless you are securities licensed and already sell VAs, you are bound to learn something here. Powerful stuff!

To view presentation click on image