NATIONAL BENEFIT ADVISORY offers agents access to cutting edge sales tools to impress clients and help their business run smoothly and more efficiently.

Multi-Generational IRA
We have the ability to run a full color proposal that will illustrate how the multi-generational IRA will affect your clients' estate. The proposal will show your client how they can stretch their IRA out, not only for their own lifetime, but the lifetime of their children and their grandchildren; turning even a modest retirement plan into one potentially worth hundreds of thousands or even millions of dollars!! Call us and let us run a sample proposal for you today! This service is offered FREE of charge to all agents that are contracted with National Benefit Advisory!! Click here for an example.

Simplified Transfer of Funds
Using this particular tool we can simplify and reduce the hassle of stock, mutual fund, money market and other transfers. This service is designed to assist insurance professionals, and their clients, with the complex process of transferring and liquidating assets in order to purchase an insurance or annuity product. We help agents who lack the expertise and resources to handle the transfer process themselves, or have lost sales due to interference from competing stockbrokers and bankers. No signature guarantee necessary! This service is offered through an affiliate company.

Contact Ken with any questions.