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Advantage Compendium

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Index Compendium
$140.00
IC
It examines index annuity crediting methods and actual returns, discusses annuity alternatives to Wall Street's retirement planning, as well as providing insight into consumer behavior and specific things that a producer can do to increase the odds of a successful sale. The eight page Index Compendium monthly newsletter provides information on changes in the annuity marketplace, tracks returns, and features marketing, compliance and other issues that affect index-linked products. An annual subscription is $140.00. Index Compendium (sample)

Addressing The Challenges Created By Cognitive Changes In Seniors
$390.00
SR
This groundbreaking 24 page study examines issues in senior decision-making, the prevalence of dementia and cognitive impairment in seniors, how to detect cognitive impairment, the concept of senior suitability, what constitutes elder abuse, alternative ways to address the challenges in the senior market, and ways financial professionals, broker/dealers, advisory firms and insurance companies can work more effectively with seniors.

Change Buyer Behavior And Sell More Annuities (Book)
$33.00
BB
Annuity sales training books concentrate almost solely on the rational reasons why people buy annuities, but consumers make normal decisions. Rational and behavioral elements combine in the decision-making process. This book gives producers an understanding of what is going on in the consumer’s mind, why the consumer may be thinking that way, and steps the producer can take if they need to change the consumer’s mind. The book is based on years of research, combining the results of hundreds of studies with real world experience. The 174 page soft-cover illustrated book is available at a new release price of $33 – additional discounts are available for large orders. Book Excerpts

Both Books - Index Annuities: A Suitable Approach and Change Buyer Behavior
$74.00
Both
Index Annuities: A Suitable Approach tells how they work and where they fit. Change Buyer Behavior explains how to present this information to the consumer. Both books are included. Index Annuity Book Excerpts

Advantage Compendium
$440.00
AC
This quarterly journal conducts original research and will often cite academic studies, but it is not intended to be academic. Its purpose is to identify real issues and present real solutions simply. It will tend to focus on what can be done on the behavioral side of economics, because that seems to drive many of the other decisions, but quantitative issues will also be covered. An annual subscription to Advantage Compendium includes the Index Compendium and Financial Compendium. The annual cost is $440.00. Note: A subscription to the quarterly Advantage Compendium is included for NAFA Premier Partners. Advantage Compendium (sample)