PRIVATE ANNUITY CENTERSM (PACSM)
Welcome to the Private Annuity Center Information page!
What Is the Private Annuity Center?
The Private Annuity Center (PAC) is a online tool for CEAs, Associates and General Agents to use in the prospecting and selling of Private Annuities to clients.
The PAC provides a suite of tools and capabilities that will enable you and your client to collaborate online with annuity illustrations, presentations and other materials.
Benefits You Will Receive As A Subscriber:
Being a subscriber to the Private Annuity Center will provide you with the following benefits:
- Provide a more efficient and convenient method for working with clients in the early phases of the sales cycle which allows you to work with more clients in shorter periods of time.
- Provide powerful, clear and user friendly Private annuity presentations to clients online which shortens the learning process and improves your closing ratios
- Create detailed and comprehensive private annuity illustrations online in seconds. This will allow you to quickly run scenarios for your client and provide immediate results and feedback, thereby shortening the sales cycle and improving your closing ratio.
- Allow your clients to request private annuity illustrations online which engages the client in the process thereby improving your ability to close a sale.
- Provide information rich Private Annuity content to clients thereby shortening their learning curve and improving your closing ratios
- Provide a personal, NAFEP Branded Web Page and presence which projects professionalism and credibility to client
- Access to NAFEPs proprietary Compass Methodology for guiding you through the entire Private Annuity life cycle.
| SUBSCRIPTION & FEATURES |
| FEATURE |
Pkg1
Platinum1
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Pkg2
Gold2 |
Pkg3
Realtor |
| Professional Private Annuity Illustration Access |
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| Consumer Private Annuity Illustration Access |
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| Online Presentation for Clients |
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| Online Private Annuity Marketing Support Materials |
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| Personal, NAFEP Branded Web page |
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Basic
Only
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| Annual CEA Member Fees Included With Subscription |
Annual Plan1 |
Not Available |
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| Compass Methodology |
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| Pricing2 |
$40/mo, or $425 w/annual plan2 |
$35/mo, or $325 w/annual plan2 |
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For more information on the Compass Methodology click here.
For more information on the Personal Web-Page click here.
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1. Annual NAFEP Membership fees, of $65, only included in the Platinum subscription.
2. Requires credit card to enroll and acceptance of agreement to allow NAFEP to automatically bill your card each billing cycle
