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With 10,000 boomers turning 65 every day for the next 18 years1 the opportunity for agents trained in retirement income strategies has never been greater. A primary reason people buy annuities is to create a guaranteed income for life to supplement their Social Security or pension income. Often this is part of an overall Retirement Income strategy. We believe that if you can show them a comprehensive but easy to understand retirement income strategy that includes lifetime income, they are more likely to purchase annuities from you.

The Smart and Ready Retirement Income Sales System will help prepare you for the opportunity of a lifetime. You will learn how to develop and make a comprehensive Retirement Income Presentation. Your boomer prospects may buy annuities as part of their overall retirement income strategy.

There are many marketplace offers for producers in relation to "Retirement Income" opportunities, but PFG Marketing Group, Inc. will do a lot of the "heavy lifting" for you. You bring us all the information we need and we'll build your client presentation for you. We will crunch the numbers, make product recommendations, suggest alternate strategies and advise you on key points to focus on in your presentation. Of course this is all done in direct consultation with you.


"You will be remembered for the strategies you provide, not the products you sell."

Smart and Ready is a producer driven program that has been several years in the making and provides the ‘right’ producer with the training, tools and support to help increase retirement income sales over a period of a few years. In our experience using this approach, the average closing ratio has been over 60% and the average case size is over $300K.2 Join us today.


New to Smart and Ready? Click on the pages below to view the videos or download a White Paper of the whole sales system. Be sure to register for the Academy. 


There is no cost or commission split to participate in the Smart and Ready Sales system. The only Requirement is that any business resulting from leads and/or sales proposals from the Smart and Ready system, must be placed with PFG.


To learn everything you need to know about Smart & Ready sign up for our Training Academy. The Smart & Ready Training Academy is a series of four courses (one per week) designed to give you the tools you need to help you become proficient in Retirement Income Strategies. Each course is 45 to 55 minutes in length and typically held on Tuesdays at 9:00 am Pacific - Noon Eastern. The 4 week course is repeated at various intervals throughout the year.


Week 1 – The Smart & Ready Sales System
Week 2 – Understanding Social Security
Week 3 – Tax Advantaged Retirement
Week 4 – Wealth Transfer Strategies


Please contact your Liberty Financial Resources, Inc. for further details and the next available course dates.


1Pew Research Center, Oct. 29, 2010,

2  This example is shown for illustrative purposes only and is no guarantee of future performance and does not depict any specific product.


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