About Advantage Group

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A presentation that tells you a little about the services offered by our indexed life and indexed annuity market research firm.

Transcript

Advantage Group Associates, Inc.

We’re the Indexed Experts!

Sheryl J. Moore

President & CEO A Decade of Experience

Licensed Agent Competitive Intelligence

Expert

AnnuitySpecs.com Houses product

specifications for ALL the IA’s in the market

Daily rate updates

Side-by-Side Comparisons

Extensive search tool

News on SEC’s Rule 151A

Sales Information

Houses product specifications for ALL the IA’s in the market

Daily rate updates

Side-by-Side Comparisons

Extensive search tool

News on SEC’s Rule 151A

Sales Information

Continued

Sample side-by-side

comparison

News on Proposed Rule 151A

Reactions direct from: The SEC Indexed Annuity

Carriers The media

Up to the minute updates Free to the public Over 60 “reactions”

LifeSpecs.com Houses product specifications for ALL the Indexed Life products on the market

Daily rate updates

Side-by-Side Comparisons

Extensive search tool

Sales Information

Continued

Sample side-by-side

comparison

Advantage Index Sales & Market Report

Index Annuity & Life sales figures

11th year of publication By Quarter basis,

representing 99% of the market

$600 Annually Formerly conducted by

Jack Marrion

Moore on the Market

Monthly Publication $360 annually

Industry news Calendar of events

Competitive Intelligence

Staying ahead of your competitors Positioning your company and product line-up Keeping your staff informed of market changes Conservation and sales assistance Identifying product strength and weaknesses Preparing for the sale and selecting an annuity suited for your

client

Training

Training and education on how to compete to win Using analysis on how to appropriately benchmark products Maximizing you market research efforts Identifying market trends

Sheryl.moore@annuityspecs.com

www.AnnuitySpecs.com

www.Lifespecs.com

[515] 262-2623

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