Optima

Best Practices Checklist and Call Scripts Download the best practices and custom scripts to build client connections and close more appointments. Event Best Practices Checklist and Phone Call Scripts: Strategic touch points Closing appointments Forming connections Implementing lead generation workshops can be a great source of growth in your business. FOR FINANCIAL PROFESSIONAL USE ONLY.

Thank you for your interest in Optima Financial and Insurance Services! Click the button to download the Best Practices Checklist and Call Scripts now. DOWNLOAD YOUR COPY optimafis.com | 415-408-5863 FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.    

5 Discovery Questions to Connect with Clients Get targeted questions used to better understand your clients’ goals and pain points, while building a strong connection and forming a long-lasting relationship. Utilize these questions to discover: Values — family, charities, foundations Goals — needs, wants, timeframe Interests — hobbies, financial principles Concerns — challenges, fears, hesitations

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A Better Alternative Retirement Strategy The traditional approach of relying on a single 401(k) with limited diversification has been proven ineffective and costly. Don’t let your clients settle for a future of living below their means. Offer them the benefits of tax-free diversification strategies, providing them with comfort in retirement and increased longevity of assets.

Thank you for your interest in Optima Financial and Insurance Services Click the Download button to download Bill’s Story now. Download Now OptimaFIS.com | 877.577.5101 2750523-0223

Thank you for your interest in Optima Financial and Insurance Services Click the Download button to view the report now. Download Now OptimaFIS.com | 877.577.5101

See the Illustration That Gets IUL Back in the Winner’s Circle Finally, you can show clients almost two times the income — with no additional out-of-pocket contributions — on an AG49-A illustration. Simply fill out the form for an in-depth look at how one client can get $66K in annual income as opposed to $33.5K

Thank you for your interest in Optima Financial and Insurance Services A representative will contact you shortly. In the meantime, please download your report by clicking the button. Download Now AD2021-12759b OptimaFIS.com | 877.577.5101Independent Agency Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and

AG 49-A, ILLUSTRATIONS and IUL in 2021 YES! I want to better understand IUL, AG 49-A and illustrations so that I can help more clients this year and beyond! Sponsored By: AD2021-12759aFOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. Independent Agency Sammons Financial® is the marketing name for Sammons® Financial Group,