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Advantage Group Associates, Inc. We’re the Indexed Experts!
12

About Advantage Group

Jun 18, 2015

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sherylbetts2001

A presentation that tells you a little about the services offered by our indexed life and indexed annuity market research firm.
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Page 1: About Advantage Group

Advantage Group Associates, Inc.

We’re the Indexed Experts!

Page 2: About Advantage Group

Sheryl J. Moore

President & CEO A Decade of Experience

Licensed Agent Competitive Intelligence

Expert

Page 3: About Advantage Group

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

Page 4: About Advantage Group

Continued

Sample side-by-side

comparison

Page 5: About Advantage Group

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”

Page 6: About Advantage Group

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

Page 7: About Advantage Group

Continued

Sample side-by-side

comparison

Page 8: About Advantage Group

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

Page 9: About Advantage Group

Moore on the Market

Monthly Publication $360 annually

Industry news Calendar of events

Page 10: About Advantage Group

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

Page 11: About Advantage Group

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

Page 12: About Advantage Group

[email protected]

www.AnnuitySpecs.com

www.Lifespecs.com

[515] 262-2623