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Upcoming Webinars
Title | Date | Start Time | Duration | Register |
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🔧Transform Annuity Sales with ALYZER's New Simplified Process🔧
Simplify your sales with one powerful tool that has recently been updated with improved functionality and features specifically to help YOU, the independent advisor. Join us for an exclusive introduction to ALYZER, where you'll discover how to refine your pre-sale, point-of-sale, and marketing process using one powerful tool. What’s ALYZER? It’s the all-in-one annuity support system designed to enhance your: • Pre-Sale: Walk your clients through the numbers and show what they can actually expect year after year with an indexed annuity. • Point-of-Sale: Allocation struggles? ALYZER uses Retro Pricing to give you real-world, historical performance on allocation options, making choices clear and easy. • Marketing: Retro Pricing also makes your marketing bulletproof by showing real, data-driven results (not projections or guesses). NEW: REVIEWALYZER Enhancement They just supercharged the system with a brand new REVIEWALYZER function to help you identify and replace underperforming annuities in your client’s portfolio with data-driven confidence. It’s like having an annuity audit expert in your pocket! Also new to REVIEWALYZER! Now, share each of your existing cases with your IAMS Sales Director! You can have them assist you directly on the client's screen with: • Re-allocation including Custom Allocations • Product selection for the New Annuity to present in place of their current annuity • Share case notes back and forth - these notes will feel like you are texting your Sales Director and will be archived to the client's case This fun, fast-paced session will show you how ALYZER can transform your indexed annuity sales and service. We'll bring the tools - you bring the ambition. | 9/4/2025 | 10:00am CDT | 1 hour | Register |