A Very Important Letter To Fellow Agents & Advisors

Dear Agents & Advisors,

There's not really any other way to say it more clearly:

We would much rather strategically partner with you to help you grow your practice ethically, than be forced to come after you legally for copyright infringement or theft of our intellectual property. 
 

We have worked diligently to make this website the premier, cutting-edge educational site on the internet for consumers to learn about the correct use of annuities and advanced annuity planning strategies. 

Our educational content and annuity planning strategies are unique, proprietary, and coveted. 

Sadly, we have already been forced to legally retaliate against multiple agents and advisors (including monetary damages) who thought it was a good idea to help themselves to our content and concepts by “borrowing” portions of our intellectual property for their own marketing efforts. 

This type of unauthorized use of our material opens an array of legal liabilities for the violating agent/advisor including copyright infringement, theft of intellectual property, piracy, and unjust enrichment. 
 

Our legal team frequently combs the internet to check for these violations and is positioned and ready to take swift action as these unfortunate instances are confirmed. 
 

So, please, don’t put us in a position where we have to add you to our Naughty List. 

Instead, why not join us? 

Become an NAE network advisor and enjoy authorized use of all our content, as well as our advanced annuity income laddering software and qualified pre-set annuity appointment opportunities. 

Here are just are some of the benefits of becoming a National Annuity Educators Member Advisor:
 

• Exclusive NAE website listing as a member advisor.
   

• Weekly training and support.
   

• Authorized access to all our educational content for use with your clients and prospects.
   

• Access to the ARIS Lifetime Income Portfolio laddered annuity software for advanced case design. 
   

• Access to all top annuity carriers in the United States
   

• Access to advanced live annuity rate quoting software in all 50 states
   

• Virtual client engagement process best practices and training.

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We are a national network of fiduciary advisors and retirement income specialists who are passionate about honoring our clients’ goals and priorities as if they were our own.

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If you are an ethical agent/advisor who's top priority is to act at all times in the best interest of your clients and prospective clients; and you'd like to have the ability to offer the most cutting-edge consumer educational content on retirement income and advanced annuity planning strategies in the nation, then please reach out and schedule a Zoom interview to see if you qualify.  

Simply specify in your appointment intake form that you are an agent/advisor interested in exploring a strategic partnership.

We would love to connect with you.