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2010 Tax Update
01/15/2010
2010 Tax Chart.pdf
PDI's LIFEMAXX
To find out what the buzz is all about, click on the attached link and join our formidable team with one goal of enhancing clients' lives!!
LifeMaxx.pdf
Introduction to Indexed Universal Life
PDI Financial Group is pleased to bring you this presentation from BRAMCO on Indexed Universal Life. After the presentations, if you have any questions or would like more information on this presentation please do not hesitate to contact us today.
Click Here
Best of the Best from the Annuity Realm!
Check out the attached file for PDI's Best of the Best Annuity Rates!
RateUpdate090310.pdf
SEC's Final 151a Notice
It's 155 pages long but it's a great reference for those in the indexed annuity marketplace.
SECFinal151aNotice.pdf
Anti-Money Laundering Training
We at PDI Financial Group believe it is our pleasure to do business with you and its our obligation to offer this AML training. Please remember that this training is in addition to the SEC requirement many of you have completed in the past.
https://aml.limra.com/LimraLogin.aspx
The REAL differences between TAXABLE and NON
At times like these, low rate environments, high CD rates, it is imperative to educate our customers as the many additional benefits of fixed annuities as opposed to CD's. Please find the enclosed presentation, brought to you by PDI, helpful in those conversations.
FAvsCD.pdf
Everything Medicaid
Have you ever wondered what Medicaid considers "Assets" and what Medicaid considers "Exempt?" We have just the tool for you! Please click on the attached for more info.
MedicaidAssets.pdf
Everything Annuity...but were afraid to ask...
Annuity_DBs.pdf
Visit Our Download Center!
Our download center has all the great things you need like annuity rates, long term care, disability income and a whole lot more.
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